7252 results found
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Cross-object population for Microsoft Dynamics
The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.
1 vote -
Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
1 vote -
Forms refresh to the initial screen after it has been completed
The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc
1 vote -
Planning Center
Would like to see a supported PD integration with Planning Center.
1 vote -
1 vote
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HIPAA compliant sign in for website (alternative to Forms)
I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent
1 vote -
1 vote
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Show merge rules for Quote builder in Editor
I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings
1 vote -
Quote builder: show before and after discount pricing for a line item
I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.
1 vote -
1 vote
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Ability to view payment button clicks
Ability to view payment clicks, or the user who already click the payment button.
1 vote -
Link inbox so multiple users can view it
Link Inbox so 2 users can view it.
1 vote -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Send reminders only when document is in Sent status, not Viewed
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote
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