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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1056 results found

  1. Document link sharing via Zapier

    40 votes

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    Idea  ·  8 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. Hubspot workflow

    Any plans for Hubspot Workflow?

    40 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  3. Ability to add payment processing fees

    Allow to add payment fees to the payment integration, for example 2% for card payments

    39 votes

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    5 comments  ·  API, Payments & Integrations  ·  Admin →
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  4. Percentage of total payment (deposit) / partial payment

    Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    39 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Admin →
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  5. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    36 votes

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    7 comments  ·  API, Payments & Integrations  ·  Admin →
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  6. 2 way sync Zoho

    2 way sync with Zoho CRM

    36 votes

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    Idea  ·  5 comments  ·  API, Payments & Integrations  ·  Admin →
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  7. GoCardless

    Integration with Payment Gateway GoCardless

    36 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. Expiration Date via API

    The option to set and change expiration date via API.

    34 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Admin →
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  9. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    33 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    33 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  11. Ability to pull contact tokens from Hubspot deal

    Contact tokens are not available when creating the document from a HubSpot deal.

    31 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    30 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. Partial Payment Status

    Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    30 votes

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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  14. Pass product description from Pipedrive to PandaDoc pricing table

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

    29 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Admin →
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  15. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    29 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Admin →
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  16. Payment Receipt from PandaDoc

    Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    29 votes

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    Idea  ·  6 comments  ·  API, Payments & Integrations  ·  Admin →
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  17. [HubSpot] Import from CRM: add new products to the pricing table after document creation

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

    27 votes

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    Idea  ·  5 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Stripe + Plaid

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

    25 votes

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    Idea  ·  9 comments  ·  API, Payments & Integrations  ·  Admin →
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  19. Salesforce Mobile App Capability

    Be able to use the Salesforce integration using mobile apps.

    25 votes

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Admin →
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  20. 2 way sync with Monday

    2 way sync with Monday

    24 votes

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    3 comments  ·  API, Payments & Integrations  ·  Admin →
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