131 results found
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Option to put fileds using API
Option to put fileds using API
Will allow the user to put fields using API
1 voteHello 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!
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Import Google contacts
live sync with Google contacts
2 votes -
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 voteHi 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.
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salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votesHi,
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.
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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 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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Update document using API
Can update some field using api
8 votes -
Integration with HR systems
Have HR systems integration, preferable Bambu HR
2 votesGreetings! 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!
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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 votesYou can connect a different HubSpot account to each workspace on your account.
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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 voteHi,
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 Opportunity Products when PandaDoc pricing table or quote builder is updated
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POST Document status via Pandadoc API
Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.
1 votePlease find details via the link – https://developers.pandadoc.com/changelog/change-document-status-manually
Now you can easily change document status via API.
Thanks!
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Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
7 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
5 votes -
1 vote
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Include recipients roles in webhooks
PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.
Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs
4 votesPlease be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
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1 vote
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3 votes
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Updating Salesforce products based off optional items
When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.
5 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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API fee columns
Ability to use a few fee columns in the pricing table while creatind doc via API
1 vote -
Images via API
Merge images into a document via API
4 votes -
Bundles API
API support for document bundles
42 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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