Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    25 votes

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    2 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

    19 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
  3. 16 votes

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    0 comments  ·  API  ·  Admin →
  4. Create and edit via API

    16 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
  5. 10 votes

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

    8 votes

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    0 comments  ·  API  ·  Admin →
  7. The option to set and change expiration date via API.

    8 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  8. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    6 votes

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    0 comments  ·  API  ·  Admin →
  9. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  10. 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 →
  11. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    5 votes

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

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  13. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  14. API call to create a template.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  15. Forwarding documents option for API.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  16. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  17. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    4 votes

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    In development  ·  1 comment  ·  API  ·  Admin →
  18. Seemingly it is not possible to generate signing links via the API. This should be a feature

    3 votes

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    On roadmap  ·  1 comment  ·  API  ·  Admin →
  19. 3 votes

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    0 comments  ·  API  ·  Admin →
  20. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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