Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    9 votes

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

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  3. ACH payment across different payment gateways

    8 votes

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  4. Payment block populates only if the customer selects "credit card" as the option for payment.

    8 votes

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  5. Tokens cross-object population for Salesforce.

    8 votes

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  6. 8 votes

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  7. 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…

    8 votes

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  8. Enable one-source of truth in Salesforce

    8 votes

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  9. PanadaDoc App - PipeDrive App Integration.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. Ability to set up SEPA direct debit through PandaDoc

    8 votes

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  11. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  12. 8 votes

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  13. pull the information that client selected with multiple choice with Zapier

    7 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  14. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    7 votes

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  15. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  16. The possibility to have a payment block (or something similar) for embedded templates.

    From client: I'd like to create an enrollment form template that individuals can access via a link. We'd like it to be a general template that people can complete to register for a class and pay for the class as well in the same document.

    7 votes

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  17. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    7 votes

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  18. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    7 votes

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  19. Pull updated pricing table details from Salesforce to PandaDoc.

    7 votes

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  20. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    7 votes

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