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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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632 results found

  1. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    5 votes

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  3. Refund option via PandaDoc

    Refund option via PandaDoc.

    9 votes

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  4. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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  5. Dynamic fields when pulled from Salesforce

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

    7 votes

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  6. Loxo CRM

    Integration with Loxo CRM

    1 vote

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  7. Braintree

    Ability to use braintree as a payment gateway

    4 votes

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  8. [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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  9. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  10. Zapier: Ability to attach PDFs

    Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  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  ·  Integrations  ·  Admin →
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  12. Pipedrive. Ability to pull deal duration to pricing tables

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Expand / Collapse Pricing Table Descriptions

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

    11 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  15. Ability to download a receipt as a separate document (PDF)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Link to CRM Zoho

    Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  18. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Images passed from Salesforce to pricing tables

    7 votes

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