1041 results found

1. GoCardless

   Integration with Payment Gateway GoCardless

   37 votes

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   Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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2. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

   It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

   Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this company, and might decide to send another NDA to sign for that same company, which would look very unprofessional.

   The ability to associate a Panda document in Hubspot with Company, Contact and Deal records simultaneously - is a must-have feature.

   It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

   Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this… more

   35 votes

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   Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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3. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
   33 votes

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   Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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4. [HubSpot] Import from CRM: add new products to the pricing table after document creation

   The ability to pull up the product information from Hubspot on the document via Import from CRM option.

   31 votes

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   Idea  ·  6 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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5. Pass product description from Pipedrive to PandaDoc pricing table

   Pass product description from Pipedrive to PandaDoc pricing table instead from comments

   31 votes

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   Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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6. Payment Receipt from PandaDoc

   Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

   Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

   30 votes

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   Idea  ·  6 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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7. Pushing SKU from Hubspot to PandaDoc

   Pushing SKU from Hubspot to PandaDoc.

   29 votes

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   Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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8. Salesforce Mobile App Capability

   Be able to use the Salesforce integration using mobile apps.

   29 votes

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   Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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9. 2 way sync with Monday

   2 way sync with Monday

   27 votes

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   3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    25 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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11. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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    Idea  ·  9 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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12. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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13. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    24 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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14. customize payment gateway payment page

    Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    24 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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15. Sync products from HubSpot Products & quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    24 votes

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    Idea  ·  5 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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16. EV2. Ability to use clickable links as variable values
    24 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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17. More options for payment gateways

    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.

    23 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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18. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    23 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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19. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    22 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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20. Multiple Stripe accounts per workspace
    22 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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