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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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89 results found

  1. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  2. Option for 2 way sync with HubSpot

    17 votes

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  3. 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.

  4. 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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  5. Option for Radio buttons on API [field tags]

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

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  6. 3 votes

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  7. Change doc sender via API

    1 vote

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  8. 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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  9. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  10. live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  11. It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    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.

  12. Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Have HR systems integration, preferable Bambu HR

    2 votes

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  14. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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  15. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  16. Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 1 vote

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