1177 results found

1. Native Xero integration for EV2
   111 votes

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   Idea  ·  6 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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2. Salesforce true 2 way sync

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

   99 votes

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   Idea  ·  22 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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3. Quickbooks ACH

   Be able to use ACH payments with Quickbooks payment gateway

   81 votes

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   Idea  ·  3 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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4. EV2. Close.io integration
   72 votes

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   Idea  ·  13 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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5. Quickbooks Desktop Integration

   Diff requests for improvement of Quickbooks integration:

   1. Integration with Quickbooks Desktop
   66 votes

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   Idea  ·  9 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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6. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

   save template's name when creating a document from a Hubspot deal

   58 votes

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   Idea  ·  15 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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7. Salesforce CPQ Integration

   Integration similar to Salesforce but for Salesforce CPQ

   49 votes

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   In development  ·  0 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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8. Pull updated pricing table details from Salesforce to PandaDoc

   Pull updated pricing table details from Salesforce to PandaDoc.

   47 votes

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   Idea  ·  6 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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9. Recurring payment in Quickbooks
   46 votes

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   Idea  ·  3 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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10. 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.

    38 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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11. Hubspot workflow

    Any plans for Hubspot Workflow?

    36 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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12. GoCardless Integration
    35 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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13. Netsuite integration
    33 votes

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    1 comment  ·  API & 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!

14. Bundles API

    API support for document bundles

    32 votes

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

    
    

15. Document link sharing via Zapier integration
    32 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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16. 2 way sync Zoho

    2 way sync with Zoho CRM

    31 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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17. 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.

    29 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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18. 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!

    •  

    28 votes

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

    
    

19. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
    28 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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20. Partial Payment Status

    Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    28 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Delete…  ·  Admin →
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