1140 results found

1. Pull information across different record types
   2 votes

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2. ACH payments for Australia accounts in AUD
   4 votes

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3. [Zendesk sell] sync pandadoc and zendesk sell contacts

   sync pandadoc and zendesk sell contacts

   4 votes

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4. Refund option via PandaDoc

   Refund option via PandaDoc.

   6 votes

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5. Pull different products from Salesforce into different sections of a pricing table
   4 votes

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6. Dynamic fields when pulled from Salesforce

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

   7 votes

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7. Automatically import / Sync PandaDoc contacts with Hubspot Contacts
   8 votes

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8. Protected PDF's from API download

   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. Loxo CRM integration
   1 vote

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10. [Salesforce] Pull data in different formats
    16 votes

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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    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. [payments] Create Braintree integration
    4 votes

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12. [Google Sheets] Pass token data

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

    3 votes

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13. Stripe + Plaid integration thru PandaDoc
    24 votes

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

    Pull updated pricing table details from Salesforce to PandaDoc.

    40 votes

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15. Simplify the Stripe checkout process for in-person signing

    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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16. [zoho] [hubspot] Ability to pull images from CRM to pricing table.
    4 votes

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17. ACH Authorize.net payment via PandaDoc in Ev2

    Add the ability to process payments via ACH Authorize.net payment gateway service.

    10 votes

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18. Use customer name and address and not billing email in Quickbook Payments
    2 votes

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19. PDF attachment available in Zapier

    Ability to attach PDFs via Zapier

    6 votes

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20. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account
    1 vote

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