153 results found

1. Pull info from Salesforce into PandaDoc fields
   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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 Salesforce into PandaDoc (via fields)

2. 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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   18 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava 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.

3. 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 status 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 status 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

4. 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 →

5. 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  ·  Maria Fomenko responded

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

6. [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  ·  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. For more information, please click the link below!

   Update a document with values from HubSpot

7. 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  ·  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. 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

8. 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 →

9. [Pipedrive] map document status with Deal status

   Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

   8 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   🎉 New Pipedrive Integration is Live!

   We’ve just rolled out the updated PandaDoc integration for Pipedrive!

   You’ll now see:

   • A brand-new UI directly inside Pipedrive
   • Support for CPQ
   • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

   If something doesn’t work right away:

   Please disconnect and reconnect the integration to refresh everything:

   1. In PandaDoc, disconnect Pipedrive
   2. In Pipedrive, uninstall the PandaDoc app
   3. Reinstall it for all users and re-authenticate

   Thanks for your patience and support — we’re excited for you to try it out! 🚀

10. Pass discounts from HubSpot in percentage
    7 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  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. 

11. 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/

12. 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

13. 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

14. The ability to attach the completed document created in PandaDoc to Hubspot object
    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  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. For more information, please click the link below!

    Move a document to attachments in HubSpot deals

15. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Delete…  ·  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. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2

16. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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

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

17. SharePoint integration
    32 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  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. Have a marvelous day!

    Sharepoint Integration.

18. Monday.com integration
    10 votes

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

    The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com

19. Ability to send documents on behalf of other users via API key
    1 vote

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

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

20. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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