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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1012 results found

  1. Native Xero integration for EV2

    111 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  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.

    99 votes

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    Idea  ·  22 comments  ·  API & Integrations  ·  Admin →
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  3. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    81 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  4. EV2. Close.io integration

    72 votes

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

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    66 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  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

    58 votes

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    Idea  ·  15 comments  ·  API & Integrations  ·  Admin →
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  7. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    47 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →
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  8. Recurring payment in Quickbooks

    46 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  9. 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  ·  Admin →
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  10. Hubspot workflow

    Any plans for Hubspot Workflow?

    36 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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  11. GoCardless Integration

    35 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →
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  12. Bundles API

    API support for document bundles

    32 votes

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    4 comments  ·  API & Integrations  ·  Admin →
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  13. Document link sharing via Zapier integration

    32 votes

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    Idea  ·  5 comments  ·  API & Integrations  ·  Admin →
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  14. 2 way sync Zoho

    2 way sync with Zoho CRM

    31 votes

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

    29 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  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  ·  Admin →
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  17. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    28 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  18. 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.

    28 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →
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  19. Percentage of total payment (deposit) / partial payment

    Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    26 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  20. Ability to pull contact tokens from Hubspot deal

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

    25 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →
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