Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 60 votes

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

    51 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  3. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    35 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  4. Be able to use ACH payments with Quickbooks payment gateway

    35 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. 22 votes

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

    21 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  7. 21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  8. 19 votes

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

    18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. Integration similar to Salesforce but for Salesforce CPQ

    17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. 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!

    16 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  13. 15 votes

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  14. 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.

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. When you pass a price, it's format should be passed too

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  16. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    12 votes

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

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. 12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Contact tokens are not available when creating the document from a HubSpot deal.

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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