Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. change document owner in API.

    4 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  2. 4 votes

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  3. 3 votes

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    0 comments  ·  API  ·  Admin →
  4. I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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  5. 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.

    3 votes

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  6. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    3 votes

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  7. 3 votes

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  8. The option to re-trigger webhooks.

    3 votes

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  9. Forwarding documents option for API.

    3 votes

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  10. 3 votes

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    Idea  ·  1 comment  ·  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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  11. Merge images into a document via API

    2 votes

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  12. 2 votes

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  13. 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.

    2 votes

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  14. Webhook notification: document completed by all the recipients

    2 votes

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  15. Pass variables and field data as URL parmaters on the form URL.

    2 votes

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  16. 2 votes

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

    2 votes

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  18. Support Private API

    2 votes

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  19. 2 votes

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