Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    112 votes

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  2. 47 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  3. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    34 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  4. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    27 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. Be able to use ACH payments with Quickbooks payment gateway

    25 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. Zendesk Sell Integration for EV2

    23 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  7. 18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 18 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  9. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  10. Integration similar to Salesforce but for Salesforce CPQ

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. 14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  12. Ability to link non-draft documents to CRM records.

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  13. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. Possibility to send a payment reminder to the recipients in Editor 2.0

    13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. When you pass a price, it's format should be passed too

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  16. Include products/pricing table in link-to-CRM / Import from CRM button

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  20. Contact tokens are not available when creating the document from a HubSpot deal.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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