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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1307 results found

  1. Have the native integration between PandaDoc and Sellsy

    1 vote

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  2. Integration with Drive CRM

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  3. We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  7. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  8. On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  9. Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  10. 1 vote

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  11. integration with build.com

    1 vote

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  12. We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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  13. Integration with Sendinblue

    1 vote

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  14. 1 vote

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  15. Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  16. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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  17. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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  18. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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  19. Automation with the internal systems(using freshbook)
    For invoices and contracts

    1 vote

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  20. use the forms feature with Nimble integration

    1 vote

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