Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  2. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  3. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    1 vote

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  7. connect an agreement to a specific Stripe Product

    1 vote

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  8. integrate with AccuLynx

    1 vote

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  9. Be able to pull a Salesforce profile picture of a document creator.

    1 vote

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  10. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

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  11. Adyen integration

    1 vote

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  12. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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  13. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  14. ability to create Stripe products from the Stripe payment integration

    1 vote

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  15. 1 vote

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  16. signing order with ACH payments in Stripe.

    Now it works this way: to be able to proceed with the payment, all parties must sign and finalize the document first.

    Desired workflow: the signer A signs and pays > the signer B signs after that.

    1 vote

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  17. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    1 vote

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  18. Pull through more fields as metadata.

    1 vote

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  19. payment gateway that can be used outside of USA, australia and UK. Big international payment gateway.

    1 vote

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  20. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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