design via API

Client would like to have an "Upload file" for the client accessible within API.

Per client: currently we are having to manually download each file they have uploaded by logging into the Panda website.

Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

null is not read by the system while creatding docs from templates via API, but it should be fixed

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

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.

API support for document bundles

When documents are completed send data to credit agency for approval

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

Create and edit via API

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.

Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

Dynamically pull images/field data from LogicGate program

Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process