Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    15 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    15 votes

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

    14 votes

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  4. 13 votes

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  5. 13 votes

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

    12 votes

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  7. 12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  8. 12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  9. The ability to use forms in the hubspot integration.

    11 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).

    11 votes

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

    11 votes

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  12. 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.

    11 votes

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

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. 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 →
  15. 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?

    10 votes

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  16. 10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  17. 10 votes

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  18. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    10 votes

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

    9 votes

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  20. 9 votes

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