1199 results found

1. Salesforce true 2 way sync

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

   118 votes

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

   Native Xero integration

   115 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

   87 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
   70 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

   50 votes

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   In development  ·  0 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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8. Recurring payment in Quickbooks
   48 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.

   45 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. Bundles API

    API support for document bundles

    38 votes

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

    
    

12. Document link sharing via Zapier
    38 votes

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

    34 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

    34 votes

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    Idea  ·  5 comments  ·  API, Payments & Integrations  ·  Delete…  ·  Admin →
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16. Ability to add payment processing fees

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

    33 votes

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

    
    

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!

    •  

    31 votes

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

    
    

18. 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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19. 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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20. [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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