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)

    99 votes

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    Idea  ·  8 comments  ·  Integrations  ·  Admin →
  2. pass line items formatting from hubspot

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. 44 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  4. 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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  5. 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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  6. 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!

    4 votes

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  7. Integrate Pandadoc with google Workspace

    5 votes

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  8. 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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  9. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  11. Customers would like to have ability to integrate with their HR tools like Greenhouse

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. 3 votes

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  13. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    2 votes

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  14. Should be possible to use ticket object to create docs from Hubspot

    2 votes

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  15. 3 votes

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  16. send a document to signature via Salesforce automatically

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. 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.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. I am wanting to store an image in Dynamics in a field in an Opportunity entity. Am I able to use a token or a custom variable to pull this image into a PandaDoc?

    I am wanting to swap an image out depending on the value in a field.

    2 votes

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  19. 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!

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  20. 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

    23 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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