137 results found
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Link document from PandaDoc to Salesforce: search opportunity by ID
Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.6 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 check the screenshot below!
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Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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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 voteHi,
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Import product information into PandaDoc quote builder -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
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!
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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 voteHi,
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!
Slack integration -
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 voteHi,
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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Update records in SugarCRM when new documents are Signed in PandaDoc
Update records in SugarCRM when new documents are Signed in PandaDoc
1 voteHi,
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Ability to set up an alternative line item description from HubSpot.
Ability to set up an alternative line item description from HubSpot.
1 voteHi,
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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[Greenhouse] Take Hiring manager contact information from the Offer object
Take Hiring manager contact information from the Offer object (for now only Candidate is available).
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now map the Hiring Manager and Recruiter objects to the Roles in your templates.Click here to learn more: Connect the Recipient Roles
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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,
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2 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!
Update, add, and remove line items in HubSpot whenever a document status changed
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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 voteHi,
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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1 vote
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. Mapping products to pricing tables and pricing table sections
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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,
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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 -
1 vote
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.
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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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1 vote
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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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.
1 voteHi,
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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