Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 67 votes

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

    57 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  3. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    38 votes

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

    37 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. 32 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  6. Ability to link non-draft documents to CRM records.

    26 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  7. Possibility to send a payment reminder to the recipients in Editor 2.0

    22 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  9. Integration similar to Salesforce but for Salesforce CPQ

    20 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 20 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  11. 19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. 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!

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  13. 15 votes

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    Idea  ·  0 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.

    15 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  15. 14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  16. When you pass a price, it's format should be passed too

    14 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  17. Contact tokens are not available when creating the document from a HubSpot deal.

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  18. Include products/pricing table in link-to-CRM / Import from CRM button

    12 votes

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

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  20. 12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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