Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  3. 16 votes

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  4. When you pass a price, it's format should be passed too

    15 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. Enable one-source of truth in Salesforce

    15 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  6. Two-way sync of Doc Status and HubSpot Deal Stage

    14 votes

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  7. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    14 votes

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  8. 14 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  9. The ability to use forms in the hubspot integration.

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    13 votes

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  11. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    13 votes

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  12. 13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  13. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    12 votes

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  14. Include products/pricing table in link-to-CRM / Import from CRM button

    12 votes

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  15. save template's name when creating a document from a Hubspot deal

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  16. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    11 votes

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  17. 11 votes

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  18. 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…

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. 2 way sync with Zoho CRM

    11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  20. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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