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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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118 results found

  1. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  3. 2 votes

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  4. Webhooks for EV2 Workspace

    2 votes

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  5. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  6. Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. 3 votes

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  8. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  9. view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  11. 7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 25 votes

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  13. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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  14. 34 votes

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  15. 6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  17. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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  18. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  19. 16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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  20. When you pass a price, it's format should be passed too

    27 votes

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