Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
AdminAnonymous
(Admin, PandaDoc)
shared this idea
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Work with Product Catalog Items
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Seth Wilson commented
We are trying to get synced with https://www.etilize.com/distributors/
Etilize connects to Connectwise Sell but we haven't been able to have this connected to PandaDoc. So instead, we have an entire team using Salesforce with a Connectwise integration while the other departments use Copper CRM because they don't need to access the same information.
Would love to know that the integration is there but I haven't seen it.
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Matthias Werner commented
This would be pretty amazing and a huge painkiller.
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Jenny Severin
commented
This would benefit our organization as we would like to be able to sync the PandaDoc Product Catalog with our Salesforce CPQ catalog.
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Scott Magee
commented
We want to use the PandaDoc Catalogue as our main service catalogue but we would need to keep it in sync with our accounts software (Xero and Billingbooth One) so that PandaDoc can be our "master price list" or source of truth. We could do this using make.com if the product catalogue could be accessed through the API.
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Luis Farias commented
Allow catalog to pull data from an API source.
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AdminInna Babii (Admin, PandaDoc) commented
: similar to how field mapping works on the CRM/API. You could set up catalog field mapping, create custom columns and allocate the data from catalog to populate those columns
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Development Team
commented
It would be great if we could List and Get Products via the PandaDoc API, in a similar way as we can for Templates.
https://developers.pandadoc.com/reference/list-templates
By Products, we mean the Products in the Product Catalog, and should include the price and folder name, and other details that are in the export CSV.
Thanks!
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Mohammed Bahamid
commented
Add the option of updating catalogue item through API Integration (Zapier)
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Brian Tolleson
commented
Add an action to Zapier to create / update catalog products so we can keep the catalog items up to date from our accounting system