1140 results found

1. Export docusign to Pandadoc

   Have a way to upload exported data from Docusign to PandaDoc.

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2. Slack integration: ability to enable notifications for specific documents
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3. Give users who cannot edit ability to import from CRM

   When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

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4. SDK for "Ruby"

   • Official Ruby SDK in our website
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5. Ability to leave comments on a document and respond to comments via API
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6. Build Form Fields in PDF

   Add form fields to make PDF interactable for offline signing

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7. Clickable URLs from Salesforce

   Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

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8. Pull currency from Hubspot
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9. download the files added to collect field via API

   download the files added to collect field via API

   https://pandadoc.zendesk.com/agent/tickets/476273

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10. compress a file in Salesforce with Pandadoc
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11. Bulk upload documents from Google drive

    Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

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12. Do suggestions via and turn on suggest edits through the API automatically

    Do suggestions and turn on suggest edits through the API automatically

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13. ACH payments via Stripe for non-US accounts/non USD

    ACH payments via Stripe for non-US accounts/non USD accounts

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14. Integration with Dynamics 365 Business Central

    Integration with Dynamics 365 Business Central

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15. Jonas Encore CRM integration

    Jonas Encore CRM integration

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16. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

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17. Default payment app/integration

    default payment app across all documents, templates and forms

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18. Ability to pass info from Quotes in Salesforce to Pandadoc
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19. Create a deal/contact in Hubspot when a document is sent
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20. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

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