Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 20 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.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  3. Contact tokens are not available when creating the document from a HubSpot deal.

    19 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  4. 18 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. Two-way sync of Doc Status and HubSpot Deal Stage

    16 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  6. When you pass a price, it's format should be passed too

    16 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  7. 15 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  8. The ability to use forms in the hubspot integration.

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  9. save template's name when creating a document from a Hubspot deal

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  10. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  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.

    14 votes

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  12. 14 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  13. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Pull updated pricing table details from Salesforce to PandaDoc.

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. 13 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  17. 2 way sync with Zoho CRM

    13 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  18. 12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Include products/pricing table in link-to-CRM / Import from CRM button

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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