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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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178 results found

  1. Expiration Date via API

    The option to set and change expiration date via API.

    48 votes

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    3 comments  ·  API  ·  Admin →

  2. Change reminders via API

    One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    39 votes

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    5 comments  ·  API  ·  Admin →

  3. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    23 votes

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    6 comments  ·  API  ·  Admin →

  4. Get the reason for a declined document via API

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

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  5. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    developers.pandadoc.com

  6. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  7. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    4 comments  ·  API  ·  Admin →

  8. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  API  ·  Admin →

  9. Bulk Send via API

    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

    15 votes

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    1 comment  ·  API  ·  Admin →

  10. 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 PandaDo

    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 →

  11. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Admin →

  12. Expand the properties of fields available to the API: make fields required / non-required via API

    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 →

  13. General API key

    Option to get one centralized API key for all workspaces

    12 votes

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    1 comment  ·  API  ·  Admin →

  14. Webhook for each time a recipient views a document

    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.

    11 votes

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    3 comments  ·  API  ·  Admin →

  15. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    11 votes

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    0 comments  ·  API  ·  Admin →

  16. Invite or create users via API

    Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Create user via API

  17. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    11 votes

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    2 comments  ·  API  ·  Admin →

  18. Option to set up field size and width when creating documents from a PDF via API

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

    11 votes

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    1 comment  ·  API  ·  Admin →

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

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

    11 votes

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    0 comments  ·  API  ·  Admin →

  20. Ability to create products with images in a quote builder block via API

    10 votes

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    0 comments  ·  API  ·  Admin →
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