136 results found
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1 vote
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1 vote
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API fee columns
Ability to use a few fee columns in the pricing table while creatind doc via API
1 vote -
receive contact ID via API
We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.
1 vote -
PD and SF sync
sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.
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
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get the Document completion date via Public API
get the Document completion date via Public API
1 vote -
Integrations: Support custom product fields in Pipedrive
Integrations: Support custom product fields in Pipedrive
1 vote -
1 vote
Merge field is a new configuration in the field settings to set an API name for a checkbox field.
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Webhook History Enhancements
"When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"
1 voteit's already in place via Developer dashboard: you might select the pre-defined time range
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upload document on version 2 within SalesForce
upload document on version 2 within SalesForce
<they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >
1 vote -
Profile API Endpoint
Endpoint to return profile for access token.
1 vote -
1 vote
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ev2- Salesmate integration
ev2- Salesmate integration
1 voteSalesmate integration is released: https://support.pandadoc.com/hc/en-us/articles/1500003562561-Salesmate
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Zapier Feature Parity for Editor 2.0
Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.
1 vote -
0 votes
An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.
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