Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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  2. to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  3. (info about participants linked to a deal object, for instance)

    1 vote

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  4. Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  5. 1 vote

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  6. 1 vote

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  7. 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.

    1 vote

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  8. 1 vote

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  9. pass Hubspot line items to PandaDoc pricing table for New deal trigger via Zapier

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    0 comments  ·  Integrations  ·  Admin →
  10. Passed images from Salesforce to document using tokens

    1 vote

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  11. Linking the contact role in D365 to the role on the template

    1 vote

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  12. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    1 vote

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  13. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    1 vote

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  14. have a custom field that will allow to grab amount from Pipedrive without the tax

    1 vote

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  15. Re-add the refresh token option in EV2

    2 votes

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  16. set up document title when creating documents from Zoho deals, currently the name of the deal is indicated

    1 vote

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  17. I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.

    The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.

    i would then like these answers to populate into saleforce to create a job for us to resolve

    1 vote

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

    1 vote

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  19. Use workflow trigger from Hubspot to update deal status once a document has been signed

    1 vote

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  20. When a recipient chooses a multiple choice option from the pricing table, the choice syncs back to Salesforce.

    1 vote

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