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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1029 results found

  1. Pull Hubspot rich text fields

    pulling rich text field from Hubspot to PandaDoc

    2 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  2. Option to set up recipient authentication via API

    4 votes

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    2 comments  ·  API & Integrations  ·  Admin →

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  3. Ability to automatically send a document created in PandaDoc from ActiveCampaigns

    3 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  4. Sorting option in the pricing table.

    When creating a document from a CRM it brings over the products into the pricing table based on sequence number. II'd like to choose how the table is sorted.

    7 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  5. integrate with Pabbly Connect

    integrate with Pabbly Connect

    14 votes

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    6 comments  ·  API & Integrations  ·  Admin →

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  6. Ability to integrate PandaDoc with monday.com desktop app

    4 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  7. SendDate in API call Get Document details

    17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  8. Via API: search for a specific contact by the email address of the contact.

    2 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  9. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    2 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  10. pass fields formatting from Salesforce to PandaDoc

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    19 votes

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    3 comments  ·  API & Integrations  ·  Admin →

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  11. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  12. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  13. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    2 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  14. create contact in active campaign once a document is created

    2 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  15. Note for partial payment amount

    The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    2 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  16. PD API will support React / Node JS

    PD API will support React

    1 vote

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    1 comment  ·  API & Integrations  ·  Admin →

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  17. LaborEdge integration (for healthcare orgs)

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  API & Integrations  ·  Admin →

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  18. Attach completed PDF to Leadconnector CRM via Zapier

    2 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  19. Expansion of character limits within a Salesforce Opportunity

    Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  API & Integrations  ·  Admin →

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  20. Pandadoc API integrate with Bubble

    Pandadoc API integrate with Bubble

    1 vote

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