521 results found
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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!
Export PandaDoc field values to Salesforce
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Send Slack notifications to CC'd recipients when a document is sent.
Send Slack notifications to CC'd recipients when a document is sent.
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!
Slack integration -
Folder Transfer
If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.
1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Our Rooms feature allows you to share more than 10 documents with your recipients. For more information, please click the link below!
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Sync field's values to HubSpot
The customer desires the capability to synchronize the field values from a completed document to HubSpot.
1 voteWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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Sync fields only from Pandadoc to SFDC and not bidirectionally
Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.
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!
Sending another document when PandaDoc document status changes
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Add custom roles in all workspaces at once or in bulk
I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)
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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Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API
Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.
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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APIs to add/edit/del Templates.
APIs to add/edit/del Templates.
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 records in SugarCRM when new documents are Signed in PandaDoc
Update records in SugarCRM when new documents are Signed in PandaDoc
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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Product update news letter
Customer would like to subscribe to news letter of any Product updates
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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HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT 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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Bulgarian Recipient View
Bulgarian recipient view
1 voteHi,
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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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Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder
Ability to change prices on product window without click the 3 dots option in the right side of quote builder
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 about Quote Builder, please click the link below!
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Integrate with Freshsales
Would be nice to have freshsales integration
1 voteHello,
Thank you for submitting this request! We do have an integration with Freshsales. More information can be found here: https://support.pandadoc.com/hc/en-us/articles/360034764954-Freshsales.
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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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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Display item cost in a quote (Advanced Quotes)
Display cost in a quote
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.
The client wants to receive notifications some sort when there's a maintenance, bugs and outages.
1 votePandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages.
You can find it here: https://status.pandadoc.com
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