Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  2. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    6 votes

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  3. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    6 votes

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  4. 6 votes

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  5. 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.

    6 votes

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  6. 6 votes

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  7. 6 votes

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  8. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    6 votes

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  9. 6 votes

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  10. Pass files from SalesForce attached files to PandaDoc document as attached files

    6 votes

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  11. 6 votes

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  12. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    6 votes

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  13. 6 votes

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  14. The option to save clients' CC details via payment app (payment block).

    6 votes

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  15. Customer would like to have an option to automatically send payment receipt from Stripe to their recipients after paying the document.

    6 votes

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  16. 5 votes

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  17. Be able to add PandaDoc component to SalesForce community page

    5 votes

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  18. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    5 votes

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  19. Pass information from documents to Hubspot

    5 votes

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

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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