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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 4 votes

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  3. sync pandadoc and zendesk sell contacts

    4 votes

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  4. Refund option via PandaDoc.

    6 votes

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  5. 4 votes

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  6. Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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  7. 8 votes

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  8. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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  9. 1 vote

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  10. 16 votes

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    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!

  11. 4 votes

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  12. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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  13. 24 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →
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  14. Pull updated pricing table details from Salesforce to PandaDoc.

    40 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →
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  15. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  16. 4 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  17. Add the ability to process payments via ACH Authorize.net payment gateway service.

    10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  18. 2 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  19. Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  20. 1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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