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  1. Customize information passed to QuickBooks

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Graham Arnold commented  · 

    This would be great. Specifically - not creating payment received with a different name as a new product in Quickbooks. This is problematic using Salesforce & sending proposals with multiple products in which the name of the document varies based on the name of the Account / Opportunity being worked.

    Graham Arnold supported this idea  · 

  2. Salesforce true 2 way sync

    118 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Graham Arnold supported this idea  · 

  3. Quickbooks ACH

    87 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Graham Arnold supported this idea  · 

  4. Pricing Table calculations: Excel Formulas.

    496 votes

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    Idea  ·  48 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Graham Arnold supported this idea  ·