Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    3 votes

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  2. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. 3 votes

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  4. 3 votes

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  5. wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  6. 3 votes

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  7. Shared with me folder to be available from HubSpot on EV2

    2 votes

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  8. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    2 votes

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  9. Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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  10. Ability to change the default Country and State in card details field.

    2 votes

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  11. 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.

    2 votes

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  12. 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

    2 votes

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  13. description of the pricing table item transferred to Xero invoice

    2 votes

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  14. option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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  15. forms compatibility with Integromat

    2 votes

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  16. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    2 votes

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  17. 2 votes

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  18. Update salesforce opp once the document is completed without Zapier.

    2 votes

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  19. Would love to see the ability to pull product info from Shopify.

    2 votes

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  20. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    2 votes

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