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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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982 results found

  1. 16 votes

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  2. ACH payment across different payment gateways

    16 votes

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  3. 16 votes

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  4. integrate with Pabbly Connect

    15 votes

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  5. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    15 votes

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  6. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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  7. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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  8. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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  9. 14 votes

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  10. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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  11. Integrate Pandadoc with google Workspace

    14 votes

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  12. Integration with ConnectWise

    14 votes

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  13. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    14 votes

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  14. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    13 votes

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  15. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    13 votes

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  16. Ability to mass export variables list from the document or the template.

    13 votes

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  17. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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  18. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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  19. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    12 votes

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  20. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    12 votes

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