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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1049 results found

  1. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. 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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  3. Support Worldpay payment gateway

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

    2 votes

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  4. 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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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. 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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  6. Ability to pull information about products from salesforce to a document as variables/tokens

    2 votes

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    Not Planned  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.


    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.


    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  7. Tagging of PDF's

    2 votes

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  8. Pass formula fields from Freshsales with commas

    2 votes

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

    2 votes

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

    2 votes

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  12. PandaDoc add on for Gsuite

    2 votes

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  13. 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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  14. 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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  15. discount to pass in Zoho(if not quotes)

    2 votes

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

    2 votes

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  17. Pull information across different record types

    2 votes

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

    2 votes

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  19. 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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  20. Payment Gateway - Alipay

    2 votes

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