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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. It would be helpful to be able to utilize API to update a document's name.

    3 votes

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  2. 14 votes

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    4 comments  ·  API  ·  Admin →
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  3. Ability to upload image via API instead of using the image URL.

    2 votes

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  4. When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.

    1 vote

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  5. 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

    3 votes

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  6. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    3 votes

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  7. We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    4 votes

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  8. Conditional fields for API

    Option to use conditional fields in API

    5 votes

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  9. to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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  10. Option to get one centralized API key for all workspaces

    8 votes

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    1 comment  ·  API  ·  Admin →
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  11. It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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

    8 votes

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  13. 1 vote

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  14. 7 votes

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  15. 1 vote

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  16. Specify the currency for the pricing table in the document when creating the document via API

    4 votes

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  17. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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  18. 4 votes

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

    11 votes

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  20. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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