Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Update document using API

    Can update some field using api

    4 votes

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    In development  ·  1 comment  ·  API & Integrations  ·  Admin →

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  2. To get all documents with recipients in one query via API

    1 vote

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    In development  ·  0 comments  ·  API & Integrations  ·  Admin →

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  3. Pull Salesforce line items in the same order they are in SF

    pull the Salesforce lie items in the same order they are in SF

    8 votes

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    In development  ·  0 comments  ·  API & Integrations  ·  Admin →

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  4. Hubspot true two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    159 votes

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    In development  ·  14 comments  ·  API & Integrations  ·  Admin →

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  5. Salesforce true 2 way sync

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

    66 votes

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    In development  ·  18 comments  ·  API & Integrations  ·  Admin →

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  6. Word (docx) Import improvements

    76 votes

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    In development  ·  11 comments  ·  Other  ·  Admin →

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  7. Templates are updated once the Content library item is updated as well

    Content Library Updates also Update Templates

    143 votes

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    In development  ·  22 comments  ·  Templates & Libraries  ·  Admin →

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  8. Salesforce CPQ Integration

    Integration similar to Salesforce but for Salesforce CPQ

    39 votes

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    In development  ·  0 comments  ·  API & Integrations  ·  Admin →

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  9. Pipedrive 2-way sync (full sales cycle)

    18 votes

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    In development  ·  3 comments  ·  API & Integrations  ·  Admin →

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