Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 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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  3. 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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  4. Hiding the banner of the document when embedding it through an iFrame

    1 vote

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  5. api call has the ability to decline document

    1 vote

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  6. 1 vote

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  7. 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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  8. 1 vote

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    In development  ·  0 comments  ·  API  ·  Admin →
  9. 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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  10. 1 vote

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  11. Endpoint to return profile for access token.

    1 vote

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  12. 1 vote

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

    1 vote

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

    1 vote

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  16. 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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  17. 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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  18. 1 vote

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  19. 1 vote

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  20. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    1 vote

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