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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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137 results found

  1. 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 vote

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    0 comments  ·  Integrations  ·  Admin →

  2. Manage/add contacts via public API

    1 vote

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  3. Ability to Add Custom Mapping Via API in EV2

    1 vote

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  4. API fee columns

    Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  5. 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.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  6. 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 vote

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  7. PipeDrive: Automatically attached signed proposal to a deal

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  8. get the Document ​completion date via Public API

    get the Document ​completion date via Public API

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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  10. Create placeholder for the checkbox via API for Editor 2.0

    1 vote

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  11. 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 vote

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  12. 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

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  13. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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  14. Ability to send documents on behalf of other users via API key

    1 vote

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  15. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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  16. 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

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  17. validate email addresses via API

    0 votes

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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    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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