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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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156 results found

  1. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    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!

    https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  2. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  3. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  5. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  7. Pull info from Salesforce into PandaDoc fields

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  9. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  10. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  12. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.

    When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →

  14. Updating Salesforce products based off optional items

    When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. API PDF upload failure webhook event

    Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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    2 comments  ·  Integrations  ·  Admin →

  16. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  17. Upload Images Editor 2.0 API

    Have ability to upload images using Editor 2.0 API

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. API - Dynamic Documents

    Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  19. Add value on textfields using CRM variables

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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