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2 way sync Zoho
2 way sync with Zoho CRM
7 votes -
ACH payment across different payment gateways
ACH payment across different payment gateways
6 votes -
Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
6 votes -
Ability to Search HubSpot deals to link to
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 -
Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
6 votes -
Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
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 -
[Salesforce] Products 2 way sync
Enable one-source of truth in Salesforce
6 votes -
PanadaDoc App - PipeDrive App Integration.
PanadaDoc App - PipeDrive App Integration.
6 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
6 votes -
6 votes
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6 votes
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Save CC details via payment app
The option to save clients' CC details via payment app (payment block).
6 votes -
multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
5 votes -
Salesforce true 2 way sync
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 -
When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
5 votes -
HubSpot refresh pricing table
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 -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
5 votes -
Variables with empty values in CRM
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 -
Sync products from HubSpot Products & quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog
5 votes -
5 votes
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