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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. pulling rich text field from Hubspot to PandaDoc

    3 votes

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  2. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    2 votes

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

    7 votes

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  4. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    27 votes

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  5. Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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  6. Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.

    2 votes

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  7. quote builder to be available in Zapier

    2 votes

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  8. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    1 vote

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  9. to be able to use dropdowns as tokens in hubspot integration

    2 votes

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  10. add tag to documents automatically via zapier

    2 votes

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  11. 4 votes

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  12. 3 votes

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  13. Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  14. Specify the currency for the pricing table in the document when creating the document via API

    3 votes

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  15. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    3 votes

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  16. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    2 votes

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  17. integrate with Pabbly Connect

    15 votes

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  18. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  19. 4 votes

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  20. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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