Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. integrate with Pabbly Connect

    14 votes

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  2. Allow to add payment fees to the payment integration, for example 2% for card payments

    14 votes

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  3. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    14 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  4. Customize stripe payment page

    14 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  5. Payment block populates only if the customer selects "credit card" as the option for payment.

    14 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  6. Customer would like to test using Stripe (if it is possible without using their card for payment)

    14 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  7. 14 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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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…

    14 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  9. Logo to be pulled into the PandaDoc from HubSpot
    Maybe as a token?

    Example- when in HubSpot you add company domain- automatically a logo is pulled.
    Allow that logo to be transfered to the document in PandaDoc from HubSpot.

    13 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →

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  10. The option of 2 way sync for Zendesk sell.

    13 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  11. Send a receipt from PandaDoc for the paid document.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  12. Be able to use the Salesforce integration using mobile apps.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  13. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    12 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  15. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  16. Ability to set up SEPA direct debit through PandaDoc

    12 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  17. 12 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  18. 12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  19. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    11 votes

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  20. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    11 votes

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