Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to disable the auto-populations of recipients in SFDC

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  2. 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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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  3. 5 votes

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  4. 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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  5. 5 votes

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  6. 5 votes

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

    5 votes

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  8. Be able to pull in variables from Pipedrive using a text field like you can in EV1.

    5 votes

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  9. Ability to expand the iFrame window that pops up when creating a document within Hubspot

    5 votes

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  10. Refund option via PandaDoc.

    5 votes

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  11. Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    5 votes

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  12. Add the ability to process payments via ACH Authorize.net payment gateway service.

    5 votes

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  13. Ability to attach PDFs via Zapier

    5 votes

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  14. Be able to use the Salesforce integration using mobile apps.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. 5 votes

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  16. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    5 votes

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  17. 5 votes

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  18. Allow conditions for the hubspot integration. For example, if the field in hubspot has a certain value, allow an image to populate based on what the value in the field is

    4 votes

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  19. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  20. manually link a document to contacts in hubspot

    4 votes

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