1177 results found
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Integration with Planning Center
Would like to see a supported PD integration with Planning Center.
1 vote -
1 vote
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Populate product quantity and/or product price from a Google Sheet
The ability to calculate quantities needed on a Google Sheet and then integrate that with PD
1 vote -
Generate link feature in Zapier
Generate link feature in Zapier
1 vote -
1 vote
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Ability to update a document's name via API
It would be helpful to be able to utilize API to update a document's name.
1 vote -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
1 vote -
1 vote
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1 vote
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Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM2 votes -
SmartSuite integration.
SmartSuite integration.
1 vote -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
CRM Stripe PandaDoc End to End Integration
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
1 vote -
Ability access other workspaces for document and template creation via the API
Ability access other workspaces for document and template creation via the API
1 vote -
Pipedrive released a new feature
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Automation for Salesforce
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
5 votes -
1 vote
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ability to show/hide one of the descriptions based on a language property in HubSpot
ability to show/hide one of the descriptions based on a language property in HubSpot
1 vote
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