Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    In development  ·  0 comments  ·  API  ·  Admin →
  2. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  3. The customer would like to be able to subscribe to a webhook event that will get triggered when a new template is created in PD.

    1 vote

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  4. 1 vote

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  5. API call to create a template.

    5 votes

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  6. When someone "Decline" document with reason filled - how can i get this reason from API

    2 votes

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  7. Endpoint to return profile for access token.

    1 vote

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  8. 8 votes

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  9. Forwarding documents option for API.

    4 votes

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  10. 1 vote

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  11. 3 votes

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  12. The option to pull the info to a regular table (not pricing) via API.

    1 vote

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  13. Improve the Recipient view Call to action at bottom of signing experience. Black bar should not hard parts of the document.

    1 vote

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  14. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  15. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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  16. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  17. Additional Copper Variables to be put in a PandaDoc template.

    2 votes

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  18. 1 vote

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  19. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    2 votes

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