Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 79 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  2. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    78 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  3. 54 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  4. Be able to use ACH payments with Quickbooks payment gateway

    46 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    44 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  6. Ability to link non-draft documents to CRM records.

    39 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  7. 31 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  8. Possibility to send a payment reminder to the recipients in Editor 2.0

    29 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. Integration similar to Salesforce but for Salesforce CPQ

    27 votes

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  10. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  11. 22 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  12. 22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  13. 20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. 19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. 19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. Contact tokens are not available when creating the document from a HubSpot deal.

    18 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  17. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  18. Any plans for Hubspot Workflow?

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  19. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  20. 17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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