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

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. The option of 2 way sync for Zendesk sell.

    8 votes

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    Idea  ·  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.

    8 votes

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  4. 8 votes

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  5. Ability to Bulk Send while within Salesforce

    8 votes

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

    8 votes

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  7. PanadaDoc App - PipeDrive App Integration.

    8 votes

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

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  9. 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 →
  10. Customers would like to have ability to integrate with their HR tools like Greenhouse

    7 votes

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  11. 7 votes

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

    7 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  13. Save recipient's ACH payment details for future payments

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. 7 votes

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  16. PandaDoc integration with Lever (HR Recruiting software/CRM)

    7 votes

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  17. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    7 votes

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  18. 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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  19. Pass files from SalesForce attached files to PandaDoc document as attached files

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  20. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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