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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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267 results found

  1. Ability to retrieve data from document Data fields via API

    2 votes

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  2. Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online

    1 vote

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  3. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

    1 vote

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  4. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    3 votes

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  5. Option to get organization ID via API

    2 votes

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  6. 2 votes

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  7. ability to retrieve signers IP address from a webhook

    1 vote

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  8. to be able to upload an image or photo in the collect files fields using API

    3 votes

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  9. Ability to add tags in template via API

    2 votes

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  10. 7 votes

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  11. Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote

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  12. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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  13. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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  17. 2 votes

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  18. Be able to preview generated documents under PandaDoc API before being charged

    1 vote

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  19. When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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  20. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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