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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    1 vote

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  4. Integration with Freshsales Form.

    1 vote

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  5. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. write back document status in a list view in dynamics

    1 vote

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  9. 1 vote

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  10. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  11. Integration with Loxo CRM

    1 vote

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  12. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Review the content of sent documents in Salesforce directly.

    1 vote

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  16. 1 vote

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  17. Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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