Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    115 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  2. 87 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
  3. 61 votes

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    Idea  ·  13 comments  ·  Integrations  ·  Admin →
  4. Be able to use ACH payments with Quickbooks payment gateway

    55 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  5. 53 votes

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    Idea  ·  11 comments  ·  Integrations  ·  Admin →
  6. Ability to link non-draft documents to CRM records.

    52 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
  7. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    51 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  8. Possibility to send a payment reminder to the recipients in Editor 2.0

    44 votes

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

    32 votes

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  10. 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

    31 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  11. 29 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  12. 26 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  13. 25 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  14. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    24 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  15. Enable one-source of truth in Salesforce

    22 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  16. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 20 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Any plans for Hubspot Workflow?

    20 votes

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

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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