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)

    115 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  2. 53 votes

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    Idea  ·  11 comments  ·  Integrations  ·  Admin →
  3. pass line items formatting from hubspot

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    5 votes

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  5. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    4 votes

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  6. Lawpay is the most widely used payment gateway for lawfirms across the country.

    Note: Affinipay is the parent company

    4 votes

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

    2 votes

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  8. Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
  12. We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    2 votes

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  13. Integrate Pandadoc with google Workspace

    5 votes

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  14. Be able to upload and convert DOCX file to editable in Salesforce integration

    2 votes

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  15. As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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  17. Dynamic bullet list from Salesforce

    2 votes

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  18. Allow to add payment fees to the payment integration, for example 2% for card payments

    7 votes

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  19. live sync with Google contacts

    1 vote

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  20. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    2 votes

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