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  1. Copper link to deal ev2

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Mohamed Hamad commented  · 

    Ideally, the copper integration should be able to associate a contact in copper to a contact in pandadoc via the email, and show all proposals of that contact in the chrome extension sidebar. If thats not possible, have the option to manually link a proposal by browsing and linking. Hubspot has this feature with its pandadoc integration

    Mohamed Hamad supported this idea  · 

  2. Recurring payment in Quickbooks

    64 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Mohamed Hamad supported this idea  · 

  3. Quickbooks Desktop

    77 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (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.

    Mohamed Hamad supported this idea  · 

  4. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    88 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting your idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!