464 results found
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Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
203 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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Xero
Native Xero integration
150 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
140 votesHi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
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Sync payment app total with the total in pricing table (EV2)
Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,
122 votesPricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
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Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
81 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Quickbooks Desktop
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
80 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 way sync with Monday
2 way sync with Monday
79 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Close.io
Integration with Close.io
79 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Split or staggered payment collection
(between two payment systems as well)
70 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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!
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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.
62 votesHi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.
56 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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50 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Salesforce CPQ
Integration similar to Salesforce but for Salesforce CPQ
50 votesHi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
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2 way sync Zoho
2 way sync with Zoho CRM
49 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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GoCardless
Integration with Payment Gateway GoCardless
48 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pass document public URL via Zapier
Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent
47 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Two way sync with Pipedrive
Option for Pipedrive 2 way sync
46 votes🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Bundles API
API support for document bundles
42 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
