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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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85 results found

  1. Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

    203 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

  2. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  3. (between two payment systems as well)

    70 votes

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  4. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  5. Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  6. API support for document bundles

    42 votes

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  7. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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  8. Integration with NetSuite

    40 votes

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  9. 34 votes

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  10. 32 votes

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

    27 votes

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  12. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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  13. 25 votes

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  14. Zendesk Sell Integration for EV2

    24 votes

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  15. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  16. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  17. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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  18. Create and edit via API

    22 votes

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  19. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  20. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


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