138 results found

1. [Zoho] Token Formating
   2 votes

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

2. Webhooks for EV2 Workspace

   Webhooks for EV2 Workspace

   2 votes

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

3. Link to CRM: Include and pull products / pricing table line items from CRM

   Include products/pricing table in link-to-CRM / Import from CRM button

   23 votes

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   4 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 Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 

   
   

   • Pipedrive
   • Hubspot
   • CRM integrations

   
   

   
   

   
   

4. Pass Recurring fees from Hubspot to PandaDoc

   Recurring fees pull from Hubspot.

   9 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!

   
   

   Send product information to a quote builder block in PandaDoc

5. Reoccurring charge in Hubspot
   3 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!

   
   

   Send product information to a quote builder block in PandaDoc

6. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

   Two-way sync of Doc Status and HubSpot Deal Stage

   23 votes

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

   Change HubSpot deal stage whenever a document’s status is updated.

   
   

7. View API Logs

   view API logs to see detailed errors and API history

   6 votes

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

   Hi there

   Please be informed that API logs are available in the Developer Dashboard and as API endpoint.

   Thanks!

8. Fields sync back to Salesforce

   The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

   62 votes

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

   Hi,

   We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!

   
   

   Export PandaDoc field values to Salesforce

9. 2-Way Sync for Opportunity products in Salesforce Ev2
   7 votes

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

10. Active Campaign integration
    25 votes

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    2 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign. 

    
    

    Have a wonderful day!

11. API - Dynamic Documents

    Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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

12. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
    34 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (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

13. [Integration] Google docs / EV2
    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →

14. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →

15. Remote Online Notary feature

    Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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

    Remote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents

    Have a wonderful day!

16. Sync payment app total with the total in pricing table (EV2)

    Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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

    Pricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z

17. [Salesforce] Pull data in different formats
    16 votes

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

18. Pass currency formats from Salesforce

    When you pass a price, it's format should be passed too

    27 votes

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    4 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! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25

19. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 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 PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!

    
    

    Update a document with field values from Salesforce

20. Zapier Feature Parity for Editor 2.0

    Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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