Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Pricing table: the option not to pull the product description while it still stays in the CRM.

    1 vote

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  4. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    1 vote

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  5. Add integrations with Shipstation and Gohighlevel

    1 vote

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  6. Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269

    1 vote

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  7. 1 vote

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  8. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. When I start to create a document via Pipedrive (Company object). It automatically adds some CC'd recipients. In some cases like 7 of them. Just people working in that company who have no connections to the deal or sales. It´s annoying to delete them. Is there a possibility to shut it down?

    1 vote

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  17. Pass our own line total which then can be used to total the whole pricing table (MS Dynamics)

    1 vote

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  18. Note: MYOB is an Australian multinational corporation that provides tax, accounting and other business services software to small and medium businesses

    1 vote

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  19. Pricing Table - EV2
    Need to be able to format the pricing table, with custom salesforce columns on the template level

    1 vote

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  20. 1 vote

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