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)

    78 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  2. 31 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  3. 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 →
  4. Integrate Pandadoc with google Workspace

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. 2 votes

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  6. 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.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. pull custom line item columns from Hubspot

    2 votes

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  8. 2 votes

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  9. pass line items formatting from hubspot

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    2 votes

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  13. 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

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  14. Allow to add payment fees to the payment integration, for example 2% for card payments

    3 votes

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  15. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  16. Have HR tools as an integration

    2 votes

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  17. Introduce native automate.io integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. manually link a document to contacts in hubspot

    6 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  19. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    2 votes

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  20. 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 →
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