1123 results found

1. Native Xero integration for EV2
   109 votes

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   Idea  ·  6 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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2. Salesforce true 2 way sync

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

   90 votes

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   Idea  ·  20 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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3. Quickbooks ACH

   Be able to use ACH payments with Quickbooks payment gateway

   73 votes

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   Idea  ·  3 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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4. EV2. Close.io integration
   72 votes

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   Idea  ·  13 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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5. Quickbooks Desktop Integration

   Diff requests for improvement of Quickbooks integration:

   1. Integration with Quickbooks Desktop
   64 votes

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   Idea  ·  9 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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6. 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

   52 votes

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   Idea  ·  15 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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7. Salesforce CPQ Integration

   Integration similar to Salesforce but for Salesforce CPQ

   45 votes

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   In development  ·  0 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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8. Recurring payment in Quickbooks
   45 votes

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   Idea  ·  3 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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9. Pull updated pricing table details from Salesforce to PandaDoc

   Pull updated pricing table details from Salesforce to PandaDoc.

   39 votes

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   Idea  ·  5 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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10. 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.

    38 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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11. GoCardless Integration
    34 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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12. Hubspot workflow

    Any plans for Hubspot Workflow?

    33 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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13. Netsuite integration
    33 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!

14. SharePoint integration
    32 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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15. Document link sharing via Zapier integration
    31 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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16. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    •  

    28 votes

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    5 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. 2 way sync Zoho

    2 way sync with Zoho CRM

    28 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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18. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    27 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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19. 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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    Idea  ·  1 comment  ·  API & Integrations  ·  Delete…  ·  Admin →
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20. Bundles API

    API support for document bundles

    26 votes

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    4 comments  ·  API & Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded