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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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136 results found

  1. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Admin →

  3. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Admin →

  4. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. 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  ·  Integrations  ·  Admin →

  6. 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  ·  Integrations  ·  Admin →

  7. 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  ·  Integrations  ·  Admin →
    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

  8. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. 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 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. 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  ·  Integrations  ·  Admin →

  11. SharePoint integration

    32 votes

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    1 comment  ·  Integrations  ·  Admin →

  12. 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  ·  Integrations  ·  Admin →

  13. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  14. 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  ·  Integrations  ·  Admin →

  15. 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 votes

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    1 comment  ·  Integrations  ·  Admin →

  16. The ability to separate the payment per one document into multiple installments

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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

  17. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. Manage/add contacts via public API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  19. 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 votes

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    8 comments  ·  Integrations  ·  Admin →

  20. 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 votes

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    0 comments  ·  Integrations  ·  Admin →
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