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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. GoHighLevel CRM

    1 vote

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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. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    1 vote

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  4. Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    1 vote

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  5. When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    1 vote

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  6. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    1 vote

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  7. Link2CRM for non-draft status documents for Microsoft dynamics

    1 vote

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  8. 1 vote

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  9. Include Pinch as payment gateway

    1 vote

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  10. Option to pull value from the Deal custom field to the pricing table in PandaDoc

    1 vote

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  11. New integration: Clover Payment gateway

    1 vote

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  12. It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    1 vote

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  13. 1 vote

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  14. 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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  15. 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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  16. When the document's status changes - > move the deal to the custom stage via Automations feature

    1 vote

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  17. quote builder to be available in Zapier

    2 votes

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  18. Option to retrieve the list of all members in the organization

    1 vote

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

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

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  20. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    1 vote

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