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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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138 results found

  1. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  2. 1 vote

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  3. Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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  4. increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  5. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  6. (between two payment systems as well)

    70 votes

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  7. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  8. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  9. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  10. 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

    1 vote

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  11. Ability to link non-draft documents to CRM records.

    56 votes

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    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


  12. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  13. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
  15. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    4 votes

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  16. change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. Microsoft 365 integration

    7 votes

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    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!


    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

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

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
  20. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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