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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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124 results found

  1. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  2. 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

    14 votes

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    1 comment  ·  API  ·  Admin →
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  3. Forwarding documents option for API.

    14 votes

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  4. Allow setting of required/not-required or assign owner of a field on document create.

    13 votes

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    0 comments  ·  API  ·  Admin →
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  5. Option to get one centralized API key for all workspaces

    12 votes

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    1 comment  ·  API  ·  Admin →
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  6. Conditional fields for API

    Option to use conditional fields in API

    11 votes

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  7. Set up field height and width while creating documents from a PDF via API

    11 votes

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  8. 10 votes

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  9. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    10 votes

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    3 comments  ·  API  ·  Admin →
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  10. 9 votes

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    0 comments  ·  API  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    9 votes

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    1 comment  ·  API  ·  Admin →
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  12. webhook event for document approved

    8 votes

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    3 comments  ·  API  ·  Admin →
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  13. 8 votes

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    0 comments  ·  API  ·  Admin →
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  14. 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

    8 votes

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    1 comment  ·  API  ·  Admin →
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  15. to get the pandadoc workspace from any api

    8 votes

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  16. 8 votes

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    2 comments  ·  API  ·  Admin →
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  17. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    7 votes

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    0 comments  ·  API  ·  Admin →
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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?

    7 votes

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    0 comments  ·  API  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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