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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. Zapier keeps formatting of a pricing table description

    2 votes

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  2. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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  3. Use Zoho for Australia

    2 votes

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  4. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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  5. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Basecamp

    Native integration with Basecamp https://basecamp.com/

    2 votes

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  7. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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  8. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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  9. TaxJar

    TaxJar integration

    2 votes

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  10. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Document forwarding

    CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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  12. Support Worldpay payment gateway

    so we use world pay
    we cant link that to your app

    2 votes

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  13. Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table

    Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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  14. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col

    Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    2 votes

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  15. Tagging of PDF's

    2 votes

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  16. Pass formula fields from Freshsales with commas

    2 votes

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  17. MS Dynamics: Stakeholder recipient support

    Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    2 votes

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  18. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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  19. The ability to transfer the description part of the Pipedrive catalog directly

    2 votes

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  20. PandaDoc add on for Gsuite

    2 votes

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