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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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

    140 votes

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    Hi,
    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:


  3. 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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  4. Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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  5. (between two payment systems as well)

    70 votes

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  6. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  7. 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


  8. 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.

  9. API support for document bundles

    42 votes

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

    41 votes

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

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
  12. Integration with NetSuite

    40 votes

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  13. 34 votes

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  14. 34 votes

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  15. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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  16. 32 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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

    27 votes

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  19. 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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    Released  ·  5 comments  ·  Integrations  ·  Admin →
  20. 25 votes

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