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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1041 results found

  1. PipeDrive connection

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

    16 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. Hubspot link document to Custom Object

    16 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  3. ACH payment across different payment gateways

    ACH payment across different payment gateways

    16 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  4. Airtable

    PandaDoc Integration with Airtable

    16 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  5. [Import from CRM][Salesforce] Update pricing table

    The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    15 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  6. Pabbly Connect

    integrate with Pabbly Connect

    15 votes

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    7 comments  ·  API, Payments & Integrations  ·  Admin →
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  7. Customize information passed to QuickBooks

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

    15 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  8. Conditional logic for Payment block

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

    15 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  9. salesforce document title

    Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  API, Payments & Integrations  ·  Admin →
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  11. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    14 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    13 votes

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    2 comments  ·  API, Payments & Integrations  ·  Admin →
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  14. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

    Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    13 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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  15. When adding a presentation from canva should be able to change the page orientation to landscape in canva

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

    13 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  16. Mass export variables

    Ability to mass export variables list from the document or the template.

    13 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  17. Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce

    Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    13 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Create template via API

    API call to create a template.

    13 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  19. Pass field value from PandaDoc to Hubspot deal

    13 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  20. Select a template automatically salesforce

    Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    12 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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