62 results found
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Allow specifying document sender email for API
A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.
8 votes -
Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
191 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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Update document using API
Can update some field using api
8 votes -
Change doc sender via API
Change doc sender via API
1 vote -
Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
7 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
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Import Google contacts
live sync with Google contacts
2 votes -
Include recipients roles in webhooks
PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.
Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs
4 votesPlease be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
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Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
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Create and edit via API
Create and edit via API
22 votes -
Option to put fileds using API
Option to put fileds using API
Will allow the user to put fields using API
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document
Many thanks for your time! Have a wonderful day!
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Create a community site for developers
It will be helpful if there is a community site that developers can ask questions and exchange information.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.
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Images via API
Merge images into a document via API
4 votes -
Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!26 votes -
Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
Sync payment app total with the total in pricing table (EV2)
Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,
122 votesPricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
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POST Document status via Pandadoc API
Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.
1 votePlease find details via the link – https://developers.pandadoc.com/changelog/change-document-status-manually
Now you can easily change document status via API.
Thanks!
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Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
1 vote
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1 vote
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