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105 votes
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68 votes
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Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
63 votes -
Quickbooks Desktop Integration
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
58 votes -
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
38 votes -
35 votes
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32 votes
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28 votes
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Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
28 votes -
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.
27 votes -
Hubspot workflow
Any plans for Hubspot Workflow?
27 votes -
26 votes
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2 way sync Zoho
2 way sync with Zoho CRM
25 votes -
24 votes
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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.
24 votes -
Create and edit via API
Create and edit via API
21 votes -
21 votes
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Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
21 votes -
Import from / link to CRM: Include and pull products / pricing table line items from CRM
Include products/pricing table in link-to-CRM / Import from CRM button
19 votes -
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
19 votes
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