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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1029 results found

  1. 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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  2. 106 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  3. 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  ·  Admin →

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  4. 71 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →

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

    69 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
    62 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →

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  7. Integration similar to Salesforce but for Salesforce CPQ

    43 votes

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  8. 43 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  9. 42 votes

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    Idea  ·  15 comments  ·  API & Integrations  ·  Admin →

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  10. 33 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  11. 30 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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  12. 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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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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

    30 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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  14. 30 votes

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  15. Any plans for Hubspot Workflow?

    29 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  16. 27 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  17. 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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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  18. 2 way sync with Zoho CRM

    25 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  19. 24 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  20. 24 votes

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    Idea  ·  8 comments  ·  API & Integrations  ·  Admin →

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