114 results found
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2 votes
Hi,
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!
Update, add, and remove line items in HubSpot whenever a document status changed
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Import Google contacts
live sync with Google contacts
2 votes -
Pass taxes from hubspot to PD document
It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.
2 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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Integration with HR systems
Have HR systems integration, preferable Bambu HR
2 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
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Map HubSpot Products to multiple PD pricing Tables
Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce
2 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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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2 votes
Hi,
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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2 votes
Available since Zapier version 2.1.0
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2 votes
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Webhooks for EV2 Workspace
Webhooks for EV2 Workspace
2 votes -
Ability to set up an alternative line item description from HubSpot.
Ability to set up an alternative line item description from HubSpot.
1 voteHi,
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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Update the description when HubSpot deal is changed
Update the description when HubSpot deal is changed
For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated
1 voteHi,
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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1 vote
Hi,
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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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1 vote
Hi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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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 -
Populate the client engagement info from HubSpot
we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.
1 voteHi,
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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The ability to create and use company variables in a Hubspot deal.
Right now, company variables only show in company contacts and not deals.
1 voteHi,
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!
Use HubSpot custom properties as variables | FAQ
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Change doc sender via API
Change doc sender via API
1 vote -
Option to put fileds using API
Option to put fileds using API
Will allow the user to put fields using API
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document
Many thanks for your time! Have a wonderful day!
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Create a community site for developers
It will be helpful if there is a community site that developers can ask questions and exchange information.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.
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POST Document status via Pandadoc API
Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.
1 votePlease find details via the link – https://developers.pandadoc.com/changelog/change-document-status-manually
Now you can easily change document status via API.
Thanks!
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