Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    5 votes

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  2. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. 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.

    5 votes

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  4. 5 votes

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  5. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
  6. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    5 votes

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  7. Tokens cross-object population for Salesforce.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. Pass files from SalesForce attached files to PandaDoc document as attached files

    5 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  9. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    5 votes

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  10. 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.

    5 votes

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  11. Refund option via PandaDoc.

    5 votes

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

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Ability to attach PDFs via Zapier

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 5 votes

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  16. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    5 votes

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  18. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  20. 4 votes

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