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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1041 results found

  1. Integration with ConnectWise

    12 votes

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  2. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    12 votes

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

    12 votes

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  4. 12 votes

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  5. 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.

    12 votes

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  6. 11 votes

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  7. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    11 votes

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  8. 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.

    11 votes

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  9. Integration with ClickUp

    11 votes

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  10. 11 votes

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  11. 11 votes

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  12. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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  13. after the client finishes the payment, can I redirect him to a specific page (like my website)?

    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. 11 votes

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  16. 10 votes

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  17. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    10 votes

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  18. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    10 votes

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  19. Should be possible to use ticket object to create docs from Hubspot

    10 votes

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  20. 10 votes

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