1070 results found
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high level
GoHighLevel CRM
1 vote -
Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
2 votes -
Add an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
1 vote -
Disable automatic webhook deactivation
Do not deactivate webhook automatically even if HTTP 4xx client errors occur
1 vote -
Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties1 vote -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
1 vote -
Link for non-draft status documents for Microsoft dynamics
Link2CRM for non-draft status documents for Microsoft dynamics
1 vote -
1 vote
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Pinch Payment Integration
Include Pinch as payment gateway
1 vote -
Option to pull value from Pipedrive Deal custom field to the pricing table
Option to pull value from the Deal custom field to the pricing table in PandaDoc
1 vote -
New integration: Clover Payment gateway
New integration: Clover Payment gateway
1 vote -
Ability to transfer document ownership when a document is created in Zapier
It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.
1 vote -
1 vote
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Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
1 vote -
Zapier - Quote builder
quote builder to be available in Zapier
2 votes -
API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote -
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
1 vote -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
1 vote
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