Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to collect partial payment and collect the remaining on the same document

    1 vote

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  2. Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there

    1 vote

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  3. connect an agreement to a specific Stripe Product

    1 vote

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  4. Looking to add a subtotal prior to discount column mapping from my HubSpot account.

    2 votes

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  5. Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    1 vote

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  6. I'd like to suggest that the recipient is able to download a receipt automatically from Quickbooks or Paypal integrations. It's a hassle for me to do it after the fact in quickbooks and paypal and most of my customers request it.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  7. Integration with accounting softwares like Sage 200

    1 vote

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  8. integrate with AccuLynx

    1 vote

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  9. Be able to pull a Salesforce profile picture of a document creator.

    1 vote

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  10. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  11. Adyen integration

    1 vote

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  12. Paste hyperlink via API for payment Adyen into a field

    1 vote

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  13. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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  14. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  15. ability to create Stripe products from the Stripe payment integration

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. signing order with ACH payments in Stripe.

    Now it works this way: to be able to proceed with the payment, all parties must sign and finalize the document first.

    Desired workflow: the signer A signs and pays > the signer B signs after that.

    1 vote

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  19. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    1 vote

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  20. 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.

    1 vote

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