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)

    139 votes

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  2. 100 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  3. 65 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →

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

    60 votes

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  5. Be able to use ACH payments with Quickbooks payment gateway

    60 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  6. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    55 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →

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  7. Integration similar to Salesforce but for Salesforce CPQ

    34 votes

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  8. 33 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  9. 29 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  10. 26 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  11. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    24 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  12. 24 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  13. Pull updated pricing table details from Salesforce to PandaDoc.

    24 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  14. 24 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  15. 23 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  16. Any plans for Hubspot Workflow?

    23 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  17. 23 votes

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  18. When you pass a price, it's format should be passed too

    22 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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

    21 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  20. Create and edit via API

    20 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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