Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    1 vote

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  2. API Strongly typed language

    1 vote

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  3. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    1 vote

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  4. 2 votes

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  5. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    1 vote

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  6. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    1 vote

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  7. Support OpenID connect via Oauth flows.

    1 vote

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  8. API to download pandadoc document in docx format.

    1 vote

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  9. 3 votes

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  10. 1 vote

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  11. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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  12. Ability to create a document via the API with a docx file type instead of a PDF file type.

    1 vote

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  13. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    1 vote

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  14. The option to set and change expiration date via API.

    7 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  15. Hiding the banner of the document when embedding it through an iFrame

    1 vote

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  16. api call has the ability to decline document

    1 vote

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  17. The option to re-trigger webhooks.

    3 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
  18. 1 vote

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  19. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    2 votes

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  20. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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