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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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155 results found

  1. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  2. 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  ·  Admin →

  3. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. Active Campaign integration

    25 votes

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

    Have a wonderful day!

  5. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  6. 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  ·  Admin →

  7. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    34 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  9. 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  ·  Admin →

  10. 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  ·  Admin →

  11. 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  ·  Admin →

  12. [Salesforce] Pull data in different formats

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  13. 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  ·  Admin →

  14. 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  ·  Admin →

  15. 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  ·  Admin →

  16. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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    0 comments  ·  Integrations  ·  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! 🚀

  17. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  18. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  19. Zendesk Support for Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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