Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    13 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  2. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    13 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  3. Allow to add payment fees to the payment integration, for example 2% for card payments

    12 votes

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  4. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    12 votes

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  5. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  6. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  7. The option of 2 way sync for Zendesk sell.

    12 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  8. Customer would like to test using Stripe (if it is possible without using their card for payment)

    12 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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

    12 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  10. integrate with Pabbly Connect

    11 votes

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  11. ACH payment across different payment gateways

    11 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  12. 11 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  13. Send a receipt from PandaDoc for the paid document.

    11 votes

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  14. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    11 votes

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  15. Ability to set up SEPA direct debit through PandaDoc

    11 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  16. 11 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  17. 11 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  18. 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.

    11 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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  19. 11 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  20. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    10 votes

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