1177 results found
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Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
1 vote -
Confluence integration
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".1 vote -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
1 vote
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Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
4 votes -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
2 votes -
Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
1 vote -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
3 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
2 votes -
1 vote
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[API] call that will change the status of document from Sent/Viewed/Completed to Draft status.
API call that will change the document status from Sent/Viewed/Completed to Draft similar to the option below:
We have the option in PandaDoc to edit the sent document manually (https://support.pandadoc.com/hc/en-us/articles/360042659113-Edit-sent-documents), so the document status will become Draft.2 votes -
Populate the client engagement info from HubSpot
we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.
1 vote -
Integration with Justworks
Justworks PEO is an HR tool
0 votes -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
add hubspot integration in iphone/ipad app
we don't see where we can use the same integrated features with the iPhone and iPad version of Hubspot.
2 votes -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
Square: Gather Credit Card Details Field without Charging
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
1 vote -
Canva Docs Integration
Allowing Canva DOCS to be utilized in Panda
1 vote -
1 vote
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