Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. pass line items formatting from hubspot

    10 votes

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  2. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    10 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  3. PandaDoc integration with Lever (HR Recruiting software/CRM)

    10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  4. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    10 votes

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

    10 votes

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  6. 10 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  7. API support for document bundles

    9 votes

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  8. Customers would like to have ability to integrate with their HR tools like Greenhouse

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  10. 9 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  11. Looking for PD and MS Dynamic to have a 2 way sync

    9 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →

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  12. Save recipient's ACH payment details for future payments

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  13. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    9 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. The option to set and change expiration date via API.

    9 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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

    9 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  16. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    8 votes

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  17. 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!

    8 votes

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  18. pull the Salesforce lie items in the same order they are in SF

    8 votes

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  19. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  20. an option to use a custom field with data merge in Hubspot

    8 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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