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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1140 results found

  1. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    4 votes

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  2. 3 votes

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  3. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  4. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    7 votes

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  5. Editor 2.0 : make CC field work with other payment gateways.

    5 votes

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  6. Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    23 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  7. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    4 votes

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  8. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    17 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  9. 2 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  10. 2 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  11. 2 votes

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  12. 8 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  13. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    10 votes

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  14. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    2 votes

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  15. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    8 votes

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  16. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    7 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  17. 9 votes

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  18. 26 votes

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  19. 2 votes

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