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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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131 results found

  1. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  2. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  3. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. Ability to set up an alternative line item description from HubSpot.

    Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  5. Update the description when HubSpot deal is changed

    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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  6. Hubspot: Sort line items to be pulled to PandaDoc pricing table

    1 vote

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  7. Change the document status from Declined to Draft via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Anastasiia Veremenko responded

    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.

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

    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 →

  9. Populate the client engagement info from HubSpot

    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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  10. The ability to create and use company variables in a Hubspot deal.

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

    1 vote

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  11. Change doc sender via API

    Change doc sender via API

    1 vote

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  12. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  13. Create a community site for developers

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

    1 vote

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

    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.

  14. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    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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    0 comments  ·  Integrations  ·  Admin →

  15. POST Document status via Pandadoc API

    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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  16. Manage/add contacts via public API

    1 vote

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  17. Ability to Add Custom Mapping Via API in EV2

    1 vote

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  18. API fee columns

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

    1 vote

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  19. receive contact ID via API

    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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  20. PD and SF sync

    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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