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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1199 results found

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

    118 votes

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  2. Native Xero integration

    115 votes

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  3. Be able to use ACH payments with Quickbooks payment gateway

    87 votes

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  4. Integration with Close.io

    77 votes

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  5. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    70 votes

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  6. Pull updated pricing table details from Salesforce to PandaDoc.

    63 votes

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  7. Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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  8. 48 votes

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  9. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    45 votes

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  10. Any plans for Hubspot Workflow?

    39 votes

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  11. API support for document bundles

    38 votes

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  12. 38 votes

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  13. Integration with Payment Gateway GoCardless

    35 votes

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  14. Integration with NetSuite

    34 votes

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  15. 2 way sync with Zoho CRM

    34 votes

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  16. Allow to add payment fees to the payment integration, for example 2% for card payments

    33 votes

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  17. 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!

    31 votes

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  18. 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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  19. 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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  20. 30 votes

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