1203 results found

1. Salesforce true 2 way sync

   When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

   116 votes

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   Idea  ·  23 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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2. Xero

   Native Xero integration

   114 votes

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   Idea  ·  7 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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3. Quickbooks ACH

   Be able to use ACH payments with Quickbooks payment gateway

   86 votes

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   Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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4. Close.io

   Integration with Close.io

   77 votes

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   Idea  ·  13 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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5. Quickbooks Desktop

   Diff requests for improvement of Quickbooks integration:

   1. Integration with Quickbooks Desktop
   69 votes

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   Idea  ·  9 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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6. Pull updated pricing table details from Salesforce to PandaDoc

   Pull updated pricing table details from Salesforce to PandaDoc.

   63 votes

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   Idea  ·  10 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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7. Salesforce CPQ

   Integration similar to Salesforce but for Salesforce CPQ

   49 votes

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   In development  ·  0 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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8. Recurring payment in Quickbooks
   47 votes

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   Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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9. 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

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   Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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10. Hubspot workflow

    Any plans for Hubspot Workflow?

    39 votes

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    Idea  ·  2 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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11. Document link sharing via Zapier
    38 votes

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    Idea  ·  7 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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12. Bundles API

    API support for document bundles

    37 votes

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    6 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. GoCardless

    Integration with Payment Gateway GoCardless

    35 votes

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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14. Netsuite

    Integration with NetSuite

    33 votes

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    1 comment  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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    On roadmap  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi there!

    
    

    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!

15. 2 way sync Zoho

    2 way sync with Zoho CRM

    32 votes

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    Idea  ·  5 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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16. 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

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    Idea  ·  4 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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17. 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 votes

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    6 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. 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

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    Idea  ·  3 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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19. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
    30 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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20. 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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    Idea  ·  1 comment  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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