1177 results found
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1 vote
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Ability to upload image via API instead of using the image URL.
Ability to upload image via API instead of using the image URL.
1 vote -
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.3 votes -
Different buttons in Pipedrive
Different buttons in Pipedrive aside from create a document
1 vote -
Go High Level
Add the CRM Go High Level to PandaDoc
1 vote -
1 vote
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1 vote
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1 vote
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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 -
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 -
1 vote
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Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
1 vote -
Outlook Integration to send documents with a Add-in
PandaDoc could have a Add-in like docusign has in outlook. Where you can click on the add-in, choose from the templates, and send out to a contact all from outlook. That way, we could also see any sent emails and responses from the sent inbox of outlook as well.
3 votes -
Expand the interoperability of suggested edits ( comments )
- 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 -
2 votes
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PayPro/Przelewy24 integration
If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24
It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.
The integration should be simple enough.
1 vote -
Pulling related lists from Microsoft Dynamics
Pulling related lists from Microsoft Dynamics
1 vote -
Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
1 vote -
Log emails sent from PandaDoc in Salesforce
When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.
2 votes
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