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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. Save recipient's ACH payment details for future payments

    23 votes

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  2. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    21 votes

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  3. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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  4. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  5. Option to Set auto reminder via API

    Will allow user to set auto reminder via API

    20 votes

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  6. 20 votes

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  7. Integration with Acumatica

    20 votes

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  8. Ability to set up SEPA direct debit through PandaDoc

    20 votes

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  9. 20 votes

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  10. 19 votes

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  11. an option to use a custom field with data merge in Hubspot

    19 votes

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  12. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    18 votes

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  13. pass line items formatting from hubspot

    18 votes

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  14. Looking for PD and MS Dynamic to have a 2 way sync

    18 votes

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  15. Ability to Bulk Send while within Salesforce

    18 votes

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  16. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    17 votes

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  17. 17 votes

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  18. PandaDoc Integration with Airtable

    17 votes

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  19. API call to create a template.

    17 votes

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  20. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    16 votes

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