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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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62 results found

  1. 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

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  2. 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 votes

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    16 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi 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.

  3. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  4. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  5. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  6. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  7. 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 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  8. Direct integration with Greenhouse

    Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  9. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  API & Integrations  ·  Admin →
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  10. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  11. 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 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi 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.

  12. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  13. 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

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    Released  ·  5 comments  ·  API & Integrations  ·  Admin →
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  14. Forms Compatibility with Zapier

    Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  API & Integrations  ·  Admin →
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  15. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    Please 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

  16. 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 votes

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    5 comments  ·  API & Integrations  ·  Admin →
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  17. 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 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  18. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  API & Integrations  ·  Admin →
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  19. Manage/add contacts via public API

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  20. Ability to Add Custom Mapping Via API in EV2

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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