131 results found

1. Active Campaign integration
   25 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   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!

2. Pass discounts from HubSpot in percentage
   7 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (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. 

3. 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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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   
   

4. signing order in API call

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

   12 votes

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   Released  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →

5. Pass field value from PandaDoc to Hubspot deal
   34 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (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!

   
   

   Update Deal properties in HubSpot

6. Pass currency formats from Salesforce

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

   27 votes

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   4 comments  ·  Integrations  ·  Delete…  ·  Admin →
   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

7. Integration with Microsoft Teams
   12 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

8. Upload Images Editor 2.0 API

   Have ability to upload images using Editor 2.0 API

   5 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

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

9. HubSpot: Token Information to Populate in Fields and Editable by Signers

   Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

   3 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (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!

   
   

   Passing information from HubSpot into PandaDoc (via fields)

   Update Deal properties in HubSpot when PandaDoc document status changed

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

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

11. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    4 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (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 PandaDoc packages in Salesforce version 1.66 and higher.. For more information, please click the link below!

    
    

    Update a document with field values from Salesforce

12. Dynamic Content with Salesforce

    The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (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!

    
    

    Smart content block. Conditional content

13. get the Document ​completion date via Public API

    get the Document ​completion date via Public API

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

14. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

15. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

16. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

17. [Salesforce] Pull data in different formats
    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Delete…  ·  Admin →

18. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    [Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell

19. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (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

    HubSpot CRM. Map product fields with quote builder columns

20. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (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!

    
    

    Send product information to a quote builder block in PandaDoc