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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7424 results found

  1. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Automation: create a new customer in Chargebee once the document is completed

    Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Move automation for Customers and Creators

    Move to Folder xy when document was created by xy
    Move to folder xy when „Berater“ or „Customer“ is xy
    Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
    Also customer folders would be nice i always do this manually.
    Thanks!

    0 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Field with currency sumbol

    Special field that will have $ sign predefined.

    Example: you are adding a blank field, put 23 there and it automatically states $23.

    0 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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