131 results found
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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 -
3 votes
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Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce
Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Opportunity Products when PandaDoc pricing table or quote builder is updated
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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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32 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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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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Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
6 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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 -
HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
21 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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8 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
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6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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1 vote
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Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
62 votesHi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Map HubSpot Products to multiple PD pricing Tables
Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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1 vote
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Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
81 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
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