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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1070 results found

  1. Integration with Square Appointments

    1 vote

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  2. 2-way sync with Netsuite

    Current capabilities: https://support.pandadoc.com/hc/en-us/articles/12459280745879-NetSuite#h_01H2TZGZNRK667R44MMR641C1P

    1 vote

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  3. Booqable

    Have Pandadoc Integrate with booqable integration.

    1 vote

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  4. HubSpot deal created automatically once a document is completed

    HubSpot deal is created automatically once a document is completed

    1 vote

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  5. program a date/time to send a document from HubSpot

    program a date/time to send a document from hubspot

    1 vote

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  6. Integration with Amadeus Delphi

    Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  7. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    1 vote

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  8. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    2 votes

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  9. Integrate 2 stripe account to 1 PandaDoc account

    2 different stripe accounts to 1 panda doc account

    3 votes

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  10. Pull currency symbol into the text column from CRM to PandaDoc

    Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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  11. Create a document from a template within Microsoft teams integration

    1 vote

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  12. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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  13. remove/turn off the "most recently used" templates option in Pipedrive

    remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  14. Change document value via Zapier

    Change document value via Zapier

    1 vote

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  15. Integrate with Tabby System

    Ability to integrate with Tabby System

    1 vote

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  16. integrate Stipe tax and advance feature in documents

    2 votes

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  17. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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  18. Pass values from HubSpot if the field is not added to About this deal section

    Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal

    1 vote

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  19. Embedded Document JavaScript Event that notifies the parent application that the document is completed

    1 vote

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  20. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    1 vote

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