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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1041 results found

  1. Ability to integrate with PaySimple as payment gateway

    1 vote

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  2. From the API there is no way to download a PDF format of a Template

    2 votes

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  3. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  4. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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  5. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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  6. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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  7. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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  8. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    4 votes

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  9. Integrate or Sync with GloFox

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  13. 2 votes

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  14. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  15. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  16. 3 votes

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  17. Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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  18. When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.

    1 vote

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  19. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  20. total value added to this endpoint to reduce API calls

    3 votes

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