1114 results found
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LeadConnector
LeadConnector native integration.
1 vote -
Pull products from Salesforce quote groups
Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically
1 vote -
custom date charge with Stripe instead of when a doc is completed
custom date charge with Stripe instead of when a doc is completed
1 vote -
Law Depot
Integrate Law Depot to PandaDoc
1 vote -
Include user provided document metadata with 'document_creation_failed' webhook events
When a document can't be created for some reason, a 'documentcreationfailed' webhook event is sent, but it only includes the document ID, and no other metadata that was provided with the document creation request.
It would be great if that user specified metadata was provided with the webhook data, because in my scenario, I have multiple different services and versions of services that work with PandaDoc data, and with just the document ID I can't determine what service created the document, I normally rely on ID's I have set in the document's metadata that I provide.
1 vote -
Nutshell
Integrate with Nutshell
1 vote -
Broken Web Hooks Notification
Can customers get notified when their web hooks aren't working or when they're broken. Right now there's no way for customers to get actively notified on when a web hook is working or isn't.
1 vote -
1 vote
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Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote -
More Bamboo HR variables
More variables for the PandaDoc <> Bamboo HR integration, such as passport number.
1 vote -
Generate Editable Documents in Slack Similar to CRM
Generate editable documents in Slack similar to how a CRM integration works.
1 vote -
Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
PandaDoc integration with Copper Mobile App
PandaDoc integration with Copper Mobile App
1 vote -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
JavaScript SDK Preselect Template
It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.
1 vote -
1 vote
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HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Salesforce
The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce
1 vote
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