136 results found
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Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 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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use dropdowns as tokens (hubspot)
to be able to use dropdowns as tokens in hubspot integration
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For further guidance on locating the required variables, please click the link below!
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
5 votes -
Updating Salesforce products based off optional items
When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.
5 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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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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change document owner in API.
change document owner in API.
5 votes -
Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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API - Dynamic Documents
Ability to create / combine multiple documents or content items into a single larger document.
5 votes -
5 votes
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Option for Radio buttons on API [field tags]
Option for Radio buttons on API [field tags]
- will allow the user to use Radio buttns on API
4 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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Include recipients roles in webhooks
PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.
Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs
4 votesPlease be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
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Images via API
Merge images into a document via API
4 votes -
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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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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Webhook for New Template Created or Template changed
When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.
4 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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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 votesAPI - 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!
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4 votes
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!
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 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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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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