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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. TaxJar integration

    2 votes

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  2. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Payment gateway for Converge Pay processed by Elavon.

    2 votes

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  4. PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Refund option via PandaDoc.

    9 votes

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  6. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  7. 11 votes

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  8. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    4 votes

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  9. 4 votes

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  10. 2 way sync for Close

    3 votes

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  11. 2 votes

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  12. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  14. Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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  15. ability to add product Tax on the Deal Products level in PD template

    4 votes

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  16. 3 votes

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

    7 votes

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  18. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. so we use world pay
    we cant link that to your app

    2 votes

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