Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 105 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  2. 68 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →

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

    63 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  4. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    58 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →

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  5. 38 votes

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    Idea  ·  15 comments  ·  API & Integrations  ·  Admin →

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  6. 35 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  7. 32 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  8. 28 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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

    28 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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

    27 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  11. Any plans for Hubspot Workflow?

    27 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  12. 26 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  13. 2 way sync with Zoho CRM

    25 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  14. 24 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  15. Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

    24 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  16. Create and edit via API

    21 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  17. 21 votes

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    Idea  ·  7 comments  ·  API & Integrations  ·  Admin →

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  18. Contact tokens are not available when creating the document from a HubSpot deal.

    21 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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

    19 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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

    19 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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