1029 results found

1. Hubspot true two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

   all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc). Also sync pandadocdoc value/grand total back into hubspot

   186 votes

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   In development  ·  16 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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2. Native Xero integration for EV2
   106 votes

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   Idea  ·  6 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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3. Salesforce true 2 way sync

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

   78 votes

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   Idea  ·  19 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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4. EV2. Close.io integration
   71 votes

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   Idea  ·  13 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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5. Quickbooks ACH

   Be able to use ACH payments with Quickbooks payment gateway

   69 votes

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6. Quickbooks Desktop Integration

   Diff requests for improvement of Quickbooks integration:

   1. Integration with Quickbooks Desktop
   62 votes

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   Idea  ·  9 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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7. Salesforce CPQ Integration

   Integration similar to Salesforce but for Salesforce CPQ

   43 votes

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   In development  ·  0 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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8. Recurring payment in Quickbooks
   43 votes

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9. 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

   42 votes

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10. GoCardless Integration
    33 votes

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11. Document link sharing via Zapier integration
    30 votes

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

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12. 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.

    30 votes

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13. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    30 votes

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

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14. Netsuite integration
    30 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!

15. Hubspot workflow

    Any plans for Hubspot Workflow?

    29 votes

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16. SharePoint integration
    27 votes

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17. 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.

    27 votes

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18. 2 way sync Zoho

    2 way sync with Zoho CRM

    25 votes

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

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20. Stripe + Plaid integration thru PandaDoc
    24 votes

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    Idea  ·  8 comments  ·  API & Integrations  ·  Delete…  ·  Admin →

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