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Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
8 votes -
8 votes
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multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Pass information from documents to Hubspot
Pass information from documents to Hubspot
8 votes -
8 votes
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8 votes
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Redirect to a website after the payment
after the client finishes the payment, can I redirect him to a specific page (like my website)?
8 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
8 votes -
8 votes
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Bulk Send from Salesforce
Ability to Bulk Send while within Salesforce
8 votes -
8 votes
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
8 votes -
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.
8 votes -
PanadaDoc App - PipeDrive App Integration.
PanadaDoc App - PipeDrive App Integration.
8 votes -
8 votes
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8 votes
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Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
8 votes -
Support for Hebrew documents via the API
PandaDoc cannot be used with documents that contain Hebrew via the API.
Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.
Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
Additionally, sometime PandaDoc adds an extra space before/after the field name.This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…
7 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
7 votes -
2 way sync with Monday
2 way sync with Monday
7 votes
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