1070 results found
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31 votes
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!
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2 votes
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SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
13 votes -
12 votes
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11 votes
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votes -
Split or staggered payment collection
(between two payment systems as well)
14 votes -
Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
5 votes -
2 votes
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CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
20 votes -
Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
4 votes
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2 votes
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Quickbooks Desktop Integration
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
62 votes -
Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
11 votes -
1 vote
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4 votes
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10 votes
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A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
2 votes -
6 votes
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