Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    68 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  2. 27 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
  3. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  4. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    15 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  6. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Client would like direct integration with freshworks

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. The ability to use forms in the hubspot integration.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. Allow to add payment fees to the payment integration, for example 2% for card payments

    2 votes

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  11. pull the information that client selected with multiple choice with Zapier

    7 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  12. Shared with me folder to be available from HubSpot on EV2

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Some customers have more rigorous standards for accepting e-signature, many have requested that we integrate with an identity verification service/platform. These include: Trulioo, Pipl, Jumio, and others.

    2 votes

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  14. 46 votes

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    Idea  ·  8 comments  ·  Integrations  ·  Admin →
  15. integration with SF communities

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?

    2 votes

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

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Allow conditions for the hubspot integration. For example, if the field in hubspot has a certain value, allow an image to populate based on what the value in the field is

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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