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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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127 results found

  1. Update the description when HubSpot deal is changed

    For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated

    1 vote

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  2. 1 vote

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  3. 1 vote

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    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  4. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  5. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  6. Right now, company variables only show in company contacts and not deals.

    1 vote

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  7. Change doc sender via API

    1 vote

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  8. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  9. It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  10. Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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  11. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  15. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  16. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  17. 1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  18. get the Document ​completion date via Public API

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  19. Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  20. 1 vote

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