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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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977 results found

  1. The ability to accept payment from recipients via other payment gateways.

    Suggestion would be plaid account from stripe or add gocardless as a payment gateway. This would give us the ability to avoid having to verify each deposit.

    178 votes

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  2. 2 way sync with Monday

    33 votes

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  3. Be able to use the Salesforce integration using mobile apps.

    33 votes

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  4. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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  5. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    31 votes

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  6. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  7. 27 votes

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  8. Tokens cross-object population for Salesforce.

    26 votes

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  9. 26 votes

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  10. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    25 votes

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  11. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    25 votes

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  12. 25 votes

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  13. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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  14. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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  15. 25 votes

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  16. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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  17. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    24 votes

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  18. Customer would like to test using Stripe (if it is possible without using their card for payment)

    24 votes

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  19. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    24 votes

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  20. Save recipient's ACH payment details for future payments

    23 votes

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