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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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116 results found

  1. Option for 2 way sync with HubSpot

    17 votes

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  2. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  5. 2 votes

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  6. 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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  7. 1 vote

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  8. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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  9. 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 →
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  10. 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.

  11. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  12. 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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  13. 3 votes

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  14. API support for document bundles

    42 votes

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  15. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  16. A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

    203 votes

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

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

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

    1 vote

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  19. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    140 votes

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    Hi,
    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:


  20. Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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