1203 results found
Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.116 votes
Native Xero integration114 votes
Be able to use ACH payments with Quickbooks payment gateway86 votes
Integration with Close.io77 votes
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.63 votes
Integration similar to Salesforce but for Salesforce CPQ49 votes
Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.44 votes
Any plans for Hubspot Workflow?39 votes
API support for document bundles37 votesIdea · AdminValeryia Baranava (Admin, PandaDoc) responded
Integration with Payment Gateway GoCardless35 votes
Integration with NetSuite33 votesOn roadmap · AdminYurii Losinets (Admin, PandaDoc) responded
Please let us know if you're interested in NetSuite<>PandaDoc.
We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min
Thanks in advance!
2 way sync Zoho
2 way sync with Zoho CRM32 votes
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.31 votes
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!30 votesIdea · AdminValeryia Baranava (Admin, PandaDoc) responded
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?30 votes
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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