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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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155 results found

  1. Option for Radio buttons on API [field tags]

    Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  2. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. The ability to create and use company variables in a Hubspot deal.

    Right now, company variables only show in company contacts and not deals.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  5. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  6. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  8. sign in just with Google only

    sign in just with Google only

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  9. Ability to embed editor to web application

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  12. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document 

    Many thanks for your time! Have a wonderful day!


  13. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  14. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  15. salesforce document title

    Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  16. Pass taxes from hubspot to PD document

    It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  18. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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!

    BambooHR automations.

  19. Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.

    The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Lindsey Schocke responded

    You can connect a different HubSpot account to each workspace on your account. 

  20. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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