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Hubspot true two-way sync (2-way sync)
all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)
145 votes -
Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
133 votes -
71 votes
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
66 votes -
QES Compliant
Make PandaDoc QES compliant
37 votes -
Salesforce CPQ Integration
Integration similar to Salesforce but for Salesforce CPQ
36 votes -
Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 votes -
18 votes
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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 -
1 vote
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