Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Create and edit via API

    20 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  2. 20 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  3. Contact tokens are not available when creating the document from a HubSpot deal.

    19 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  4. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    18 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  5. Include products/pricing table in link-to-CRM / Import from CRM button

    18 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  6. Two-way sync of Doc Status and HubSpot Deal Stage

    18 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  7. 18 votes

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

    18 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  9. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  10. The ability to use forms in the hubspot integration.

    17 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  11. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    16 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  12. 15 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  13. Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    15 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  14. 15 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  15. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    15 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  16. 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.

    14 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  17. Customize stripe payment page

    13 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  18. Payment block populates only if the customer selects "credit card" as the option for payment.

    13 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  19. Tokens cross-object population for Salesforce.

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  20. 13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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