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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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114 results found

  1. 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 →
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  2. [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 votes

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  3. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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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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    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. [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 votes

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    4 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. 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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  11. 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

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    2 comments  ·  Integrations  ·  Admin →
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  12. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  13. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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  14. 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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  15. Change doc sender via API

    Change doc sender via API

    1 vote

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  16. Allow specifying document sender email for API

    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. 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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  18. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 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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    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.

  20. salesforce document title

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

    14 votes

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    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    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.

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