89 results found

1. receive contact ID via API

   We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

   https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

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   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/contacts-management

2. Link2CRM for non-draft status documents

   Ability to link non-draft documents to CRM records.

   56 votes

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   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   
   

   Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   
   

   Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

   
   

   Many thanks for your time! Have a wonderful day! 

   
   

   Sincerely,

   
   

   Valeryia Baranava

   Product Operations, PandaDoc

   
   

3. pass variables/a variable to the document name through zapier

   pass variables/a variable to the document name through zapier

   3 votes

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4. change document owner in API.

   change document owner in API.

   5 votes

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   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/ownership-management

5. API - Create Document form Docx

   Ability to create a document via the API with a docx file type instead of a PDF file type.

   4 votes

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   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   API - Create Document form Docx is available within the system. Please see the link for more information: https://developers.pandadoc.com/reference/new-document

   Have a wonderful day!

6. API endpoint link2CRM

   Link a document to an existing CRM record so document is displayed within CRM document list.

   41 votes

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7. Link to CRM: Include and pull products / pricing table line items from CRM

   Include products/pricing table in link-to-CRM / Import from CRM button

   23 votes

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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 Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 

   
   

   • Pipedrive
   • Hubspot
   • CRM integrations

   
   

   
   

   
   

8. Ability to Search HubSpot deals to link to

   Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

   16 votes

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   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   
   

   Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   
   

   Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.

   
   

   Many thanks for your time! Have a wonderful day! 

   
   

   Sincerely,

   
   

   Valeryia Baranava

   Product Operations, PandaDoc

   
   

9. Salesforce CPQ

   Integration similar to Salesforce but for Salesforce CPQ

   50 votes

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   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

   • Create stunning customizable quotes easily
   • Collect legally binding signatures
   • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

   For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

10. Monday.com integration
    10 votes

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    Released  ·  Valeria Pochapskaya responded

    The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com

11. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
    34 votes

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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    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. Map product fields with pricing table columns

12. Netsuite

    Integration with NetSuite

    40 votes

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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    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!

    NetSuite

13. Active Campaign integration
    25 votes

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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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign. 

    
    

    Have a wonderful day!

14. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Change HubSpot deal stage whenever a document’s status is updated.

    
    

15. signing order in API call

    Set signing order in API call (for documents created from PDFs).

    12 votes

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16. Pass currency formats from Salesforce

    When you pass a price, it's format should be passed too

    27 votes

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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! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25

17. Integration with Microsoft Teams
    12 votes

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18. Upload Images Editor 2.0 API

    Have ability to upload images using Editor 2.0 API

    5 votes

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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Please be informed that functionality is released – https://developers.pandadoc.com/changelog/images

19. PipeDrive: Automatically attached signed proposal to a deal
    1 vote

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20. get the Document ​completion date via Public API

    get the Document ​completion date via Public API

    1 vote

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