1043 results found
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Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
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 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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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 -
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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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 -
Ability to set up data merge for documents in Zapier.
Ability to set up data merge for documents in Zapier.
1 vote -
Generate PDF from Salesforce Flow or Trigger
The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.
1 vote -
Remove HTML tags n SalesForce
Would like to have a PD option to remove HTML tags across the variables in SalesForce.
1 vote -
Ability to pull Stripe subscription ID from product catalog
Ability to pull Stripe subscription ID from product catalog
1 vote -
download the CSV of document names and the deals linked
download theCSV of document names and the deals linked
1 vote
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