136 results found

1. Create and edit via API

   Create and edit via API

   22 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/update-document

2. pass variables/a variable to the document name through zapier

   pass variables/a variable to the document name through zapier

   3 votes

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   Released  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →

3. Forms Compatibility with Zapier

   Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

   16 votes

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   Released  ·  4 comments  ·  Integrations  ·  Delete…  ·  Admin →

4. 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 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   Please be informed that a new event has been added to the webhooks subscription configuration.

5. change document owner in API.

   change document owner in API.

   5 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/ownership-management

6. 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 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   API - 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!

7. Create placeholder for the checkbox via API for Editor 2.0
   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   Merge field is a new configuration in the field settings to set an API name for a checkbox field.

8. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   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!

   
   

   HubSpot CRM. Map product fields with pricing table columns

   HubSpot CRM. Map product fields with quote builder columns

9. 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

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   Released  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →

10. 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 votes

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    17 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi 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.

11. Salesforce true 2 way sync

    When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    140 votes

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    27 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    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 CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

    
    

    Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

    Hi,
    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… more

12. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

13. 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 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminMaria Fomenko (Admin, PandaDoc) responded

    it's already in place via Developer dashboard: you might select the pre-defined time range 

14. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    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!

    
    

    Update a document with values from HubSpot

15. HubSpot: Token Information to Populate in Fields and Editable by Signers

    Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    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!

    
    

    Passing information from HubSpot into PandaDoc (via fields)

    Update Deal properties in HubSpot when PandaDoc document status changed

16. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

17. Pass discounts from HubSpot in percentage
    7 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    
    

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

18. 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 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminVasil (Remeniuk, PandaDoc) responded

    We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:

    https://www.pandadoc.com/blog/hubspot-2-way-sync/

19. Ability to link documents created via Zapier to a folder automatically
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Available since Zapier version 2.1.0

20. Upload Images Editor 2.0 API

    Have ability to upload images using Editor 2.0 API

    5 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Please be informed that functionality is released – https://developers.pandadoc.com/changelog/images