Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
  2. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    2 votes

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  3. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  4. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    1 vote

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  5. Automatically add Pipedrive custom product fields to pricing table

    1 vote

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  6. 1 vote

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  7. Should be possible to pull selected by customers multiple items (not create/update a single one - is currently possible via Zapier) from the pricing table to the relevant object in Hubspot.

    1 vote

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  8. 2 votes

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  9. Update salesforce opp once the document is completed without Zapier.

    2 votes

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

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
  11. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    37 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  12. Be able to add PandaDoc component to SalesForce community page

    5 votes

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  13. Podio CRM integration

    1 vote

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  14. The capability to feed the "share via link" option into hubspot linked to a deal, contact, etc.

    1 vote

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  15. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    3 votes

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  16. Would love to see the ability to pull product info from Shopify.

    2 votes

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  17. save template's name when creating a document from a Hubspot deal

    7 votes

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  18. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  19. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    1 vote

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  20. 1 vote

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