136 results found
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Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
25 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher.. For more information, please click the link below!
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The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Zendesk Sell Integration for EV2
Zendesk Sell Integration for EV2
24 votes[Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell
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Link to CRM: Include and pull products / pricing table line items from CRM
Include products/pricing table in link-to-CRM / Import from CRM button
23 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information:
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Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
23 votes -
Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces
23 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Create and edit via API
Create and edit via API
22 votes -
HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
21 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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16 votes
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Remote Online Notary feature
Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.
15 votesRemote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents
Have a wonderful day!
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Mapping of product from Salesforce into different pricing tables
Salesforce mapping of products into different pricing tables
15 votes -
salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.
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14 votes
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Ability to Set variable/token type to currency
When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.
13 votes -
signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes
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