1171 results found
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limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
5 votes -
Calendly integration.
ability to integrate Calendly
6 votes -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
3 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
2 votes -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
4 votes -
SmartSuite integration.
SmartSuite integration.
3 votes -
13 votes
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Zoho flow
Ability to integrate Zoho flow
2 votes -
[Portuguese/Brazil ]Recipient localization for documents created via API
subject line is not included in the translation
2 votes -
make.com integration
make.com integration
2 votes -
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 votes -
Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
3 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Go High Level
Add the CRM Go High Level to PandaDoc
1 vote -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
2 votes -
Integration with ServiceNow
ex. tokens, fields, and custom data points
sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
Current workflow:
documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.4 votes -
1 vote
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Expand the interoperability of suggested edits ( comments ) and API
- Add a unique identity to every comment (GUID)
- Add all Comments to the "Get Document Details" API Payload
- Add all Comments to the Webhook Payload
- Add new Webhook events for when comments are added, updated, or deleted
- Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
- Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
- Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
2 votes - Add a unique identity to every comment (GUID)
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Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes
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