Settings and activity

2 results found

1. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

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   8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   tucker supported this idea  ·  Nov 18, 2022

2. Quickbooks Integration: 2 Way Sync

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   tucker commented  ·  Apr 23, 2022  ·  Edit…  ·  Delete…

   The ability to send Estimates from within Quickbooks is already available. It is critical for my company to also be able to send Invoices from within Quickbooks

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