Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Link a document to an existing CRM record so document is displayed within CRM document list.

    33 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  2. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    11 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
  3. 9 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  4. Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

    8 votes

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    0 comments  ·  API  ·  Admin →
  5. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    7 votes

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    0 comments  ·  API  ·  Admin →
  6. Set signing order in API call (for documents created from PDFs).

    7 votes

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  7. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  8. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    6 votes

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    Idea  ·  4 comments  ·  API  ·  Admin →
  9. view API logs to see detailed errors and API history

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  10. 6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  11. No Open API on the customer side

    5 votes

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  12. Add possibility to filter by Date Completed and by token value.

    5 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  13. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  14. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  15. 5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  16. Recurring fees pull from Hubspot.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  17. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  18. The option to set and change expiration date via API.

    5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  19. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  20. increasing the current API rate limits for pdf upload and template creation

    4 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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