131 results found
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Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
11 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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Map HubSpot Products to multiple PD pricing Tables
Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce
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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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receive contact ID via API
We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.
1 vote -
Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
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0 votes
An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.
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PD and SF sync
sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF 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!
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6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
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Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
SugarCRM version 10.3
SugarCRM updated to version 10.3 and no longer integrates with PandaDoc
4 votesThe PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.
Please see more here: Sugar CRM.
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1 vote
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get the Document completion date via Public API
get the Document completion date via Public API
1 vote -
Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
6 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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8 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
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Integrations: Support custom product fields in Pipedrive
Integrations: Support custom product fields in Pipedrive
1 vote -
Create and edit via API
Create and edit via API
22 votes -
pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
API PDF upload failure webhook event
Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process
5 votesPlease be informed that a new event has been added to the webhooks subscription configuration.
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