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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1015 results found

  1. Pass formula fields from Freshsales with commas

    2 votes

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

    2 votes

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

    2 votes

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  5. PandaDoc add on for Gsuite

    2 votes

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  6. Product Description in CRMs

    Pricing table: the option not to pull the product description while it still stays in the CRM.

    2 votes

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  7. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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  8. discount to pass in Zoho(if not quotes)

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. EV2. MS Dynamics - Ability to update document info for EV2 documents/.

    2 votes

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  10. Pull information across different record types

    2 votes

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  11. Ability to download a receipt as a separate document (PDF)

    2 votes

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  12. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  13. Payment Gateway - Alipay

    2 votes

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  14. Monday.com variable refresh

    Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.

    1 vote

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  15. Authorize.net sandbox for testing purposes

    https://logintest.authorize.net/?cobrand=anet

    I want to connect the authorize.net with the above link

    1 vote

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  16. Quickbooks product description mapping

    We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  17. personio integration

    1 vote

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  18. integration with bigin by zoho

    1 vote

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  19. Do not auto sent Quickbooks Invoice

    We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.

    1 vote

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  20. Change payment terms in Quickbooks Invoice

    Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.

    1 vote

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