141 results found
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Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votes -
3 votes
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 a document to an Opportunity in Salesforce -
6 votes
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3 votes
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Profile API Endpoint
Endpoint to return profile for access token.
1 vote -
8 votes
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API - Dynamic Documents
Ability to create / combine multiple documents or content items into a single larger document.
5 votes -
1 vote
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6 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box.
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3 votes
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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
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2 votes
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Webhooks for EV2 Workspace
Webhooks for EV2 Workspace
2 votes -
5 votes
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ev2- Salesmate integration
ev2- Salesmate integration
1 voteSalesmate integration is released: https://support.pandadoc.com/hc/en-us/articles/1500003562561-Salesmate
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4 votes
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!
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
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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3 votes
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!
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Zapier Feature Parity for Editor 2.0
Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.
1 vote -
1 vote
🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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