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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. 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  ·  Admin →

  2. [Salesforce] Pull data in different formats

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  3. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →

  4. 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  ·  Admin →

  5. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  6. Remote Online Notary feature

    Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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    0 comments  ·  Integrations  ·  Admin →

  7. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Mapping of product from Salesforce into different pricing tables

    Salesforce mapping of products into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  9. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
    Released  ·  Veronika Gurianova 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!

    Link

  10. Ability to link documents created via Zapier to a folder automatically

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Create placeholder for the checkbox via API for Editor 2.0

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  12. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  14. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  15. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. Webhook History Enhancements

    "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  18. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  19. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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