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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1168 results found

  1. [Salesforce] Pull data in different formats

    16 votes

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    4 comments  ·  API, Payments & Integrations  ·  Admin →
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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!

  2. [payments] Create Braintree integration

    4 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  3. [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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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  4. Stripe + Plaid integration thru PandaDoc

    24 votes

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

    Pull updated pricing table details from Salesforce to PandaDoc.

    51 votes

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    Idea  ·  7 comments  ·  API, Payments & Integrations  ·  Admin →
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  6. 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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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  7. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    4 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. 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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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  9. Use customer name and address and not billing email in Quickbook Payments

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. PDF attachment available in Zapier

    Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  11. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Choose a folder in which documents created from HubSpot will appear

    4 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    12 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone!

    Please be informed that the formatting 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!

  14. Pipedrive. Ability to pull deal duration to pricing tables

    5 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  15. Zendesk for Editor 2.0

    3 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  16. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  17. Pass Hubspot fields to PandaDoc fields on uploaded template

    4 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    20 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  19. Hubspot mobile app integration

    5 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  20. Expand Pricing Table Descriptions

    wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.

    4 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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