Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 way sync with Zoho CRM

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. ACH payment across different payment gateways

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    6 votes

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  6. 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…

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Enable one-source of truth in Salesforce

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. PanadaDoc App - PipeDrive App Integration.

    6 votes

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

    6 votes

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  10. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. 6 votes

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    1 comment  ·  Integrations  ·  Admin →
  12. The option to save clients' CC details via payment app (payment block).

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. pull the information that client selected with multiple choice with Zapier

    5 votes

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  14. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    5 votes

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  16. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    5 votes

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  17. Save recipient's ACH payment details for future payments

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  18. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. 5 votes

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