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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)
139 votes -
100 votes
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65 votes
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
60 votes -
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
60 votes -
Quickbooks Desktop Integration
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
55 votes -
Salesforce CPQ Integration
Integration similar to Salesforce but for Salesforce CPQ
34 votes -
33 votes
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29 votes
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26 votes
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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.
24 votes -
24 votes
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Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
24 votes -
24 votes
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23 votes
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Hubspot workflow
Any plans for Hubspot Workflow?
23 votes -
23 votes
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Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
22 votes -
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.
21 votes -
Create and edit via API
Create and edit via API
20 votes
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