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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1017 results found

  1. 108 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →
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  2. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    86 votes

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    Idea  ·  20 comments  ·  API & Integrations  ·  Admin →
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  3. 71 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →
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  4. Be able to use ACH payments with Quickbooks payment gateway

    71 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  5. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    63 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →
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  6. 45 votes

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    Idea  ·  15 comments  ·  API & Integrations  ·  Admin →
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  7. 44 votes

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

    33 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  9. 33 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  10. 32 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  11. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    31 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  12. Any plans for Hubspot Workflow?

    31 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  13. 30 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  14. 2 way sync with Zoho CRM

    28 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  15. 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!

    27 votes

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

    25 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  18. 25 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  19. API support for document bundles

    24 votes

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  20. 24 votes

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    Idea  ·  8 comments  ·  API & Integrations  ·  Admin →
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