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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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130 results found

  1. 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 vote

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  2. 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.

    2 votes

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  3. Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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

    1 vote

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

    2 votes

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  6. Option for 2 way sync with HubSpot

    17 votes

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  7. 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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  8. 2 votes

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  9. 1 vote

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

    22 votes

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  12. 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 →
  13. 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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  14. Option for Radio buttons on API [field tags]

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

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

    5 votes

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  16. 3 votes

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

    1 vote

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  18. Change doc sender via API

    1 vote

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  19. 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 →
  20. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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