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  1. Doc status will not change to Paid unless payment is successful

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    Currently when a payer added the card details, the document status changed from waiting for payment into paid. I hope it will stay in waiting in payment unless the payment was successful and a confirmation has been received. A two-way sync between PandaDoc and the payment gateway in this case.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  2. Quickbooks Desktop Integration

    57 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  3. View Cost of products in Pricing table on the recipients end

    13 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  4. Copy / duplicate columns in pricing table

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  5. Word (docx) Import improvements

    71 votes

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    In development  ·  9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  6. Find and Replace All feature within a document / template

    74 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  7. Salesforce true 2 way sync

    66 votes

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    In development  ·  18 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  8. Pricing Table: Formulas.

    343 votes

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    Idea  ·  30 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  9. Fields sync back to Salesforce

    24 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 
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