138 results found
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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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API fee columns
Ability to use a few fee columns in the pricing table while creatind doc via API
1 vote -
Split or staggered payment collection
(between two payment systems as well)
70 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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API PDF upload failure webhook event
Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process
5 votesPlease be informed that a new event has been added to the webhooks subscription configuration.
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SugarCRM version 10.3
SugarCRM updated to version 10.3 and no longer integrates with PandaDoc
4 votesThe PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.
Please see more here: Sugar CRM.
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The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 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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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.
1 vote -
Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.
56 votesHello 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
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Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
30 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!
https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#4
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Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 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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pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Webhook for New Template Created or Template changed
When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.
4 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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change document owner in API.
change document owner in API.
5 votes -
Microsoft 365
Microsoft 365 integration
7 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!
https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview
https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide
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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 votesAPI - 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!
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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
41 votes -
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 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 Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information:
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