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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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640 results found

  1. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    6 votes

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  2. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

    5 votes

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  4. Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. possibility to integrate Wise (payment method) to Pandadoc

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Rich text roadmap for salesforce integration.

    3 votes

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  7. Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. integrate with Pabbly Connect

    17 votes

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  9. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. 4 votes

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  11. Manually change document status in Salesforce Integration to decline contracts as necessary

    3 votes

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  12. To have the option to directly manage integrations via Integrately.

    5 votes

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  13. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  14. The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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  15. 4 votes

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  16. Notion integration

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 3 votes

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  18. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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  20. Integration with Exact.com

    3 votes

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