89 results found
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API - Create Document form Docx
Ability to create a document via the API with a docx file type instead of a PDF file type.
4 votesAPI - Create Document form Docx is available within the system. Please see the link for more information: https://developers.pandadoc.com/reference/new-document
Have a wonderful day!
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1 vote
Merge field is a new configuration in the field settings to set an API name for a checkbox field.
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Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!26 votes -
Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
203 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
140 votesHi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
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Sections in Ev2 pricing table via API
Multiple sections in pricing tables Ev2 (API).
3 votes -
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 voteit's already in place via Developer dashboard: you might select the pre-defined time range
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HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
21 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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2 votes
Available since Zapier version 2.1.0
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Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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Profile API Endpoint
Endpoint to return profile for access token.
1 vote -
32 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. Have a marvelous day!
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10 votes
The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com
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1 vote
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Retrigger webhook
The option to re-trigger webhooks.
3 votes -
Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votes -
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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signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
12 votes
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Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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