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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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982 results found

  1. 2 votes

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  2. 5 votes

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  3. Ability to connect Chargify to PandaDoc as a payment integration.

    3 votes

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  4. 3 votes

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  5. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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  6. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    7 votes

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  7. 8 votes

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  8. 2 votes

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  9. Ability to convert signed contract into QuickBooks using HubSpot

    2 votes

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  10. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    1 vote

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  11. Have a way to upload exported data from Docusign to PandaDoc.

    4 votes

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  12. Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    3 votes

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  13. ACH payments via Stripe for non-US accounts/non USD accounts

    4 votes

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  14. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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  15. SmartSuite integration.

    3 votes

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  16. 14 votes

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  17. 2 votes

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  18. Ability to integrate Zoho flow

    2 votes

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    • Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
    2 votes

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  19. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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