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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Salesforce true 2 way sync

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

    132 votes

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    25 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

  2. 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?

    44 votes

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    6 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminMolly Abrams (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Hubspot workflow

    Any plans for Hubspot Workflow?

    41 votes

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    2 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  4. Netsuite

    Integration with NetSuite

    38 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. This integration isn't available at the moment. The good news is that we have already started working on this, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  5. 2 way sync Zoho

    2 way sync with Zoho CRM

    36 votes

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    5 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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