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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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  3. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote

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  4. Create multiple documents both from template and PDF via API

    1 vote

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  5. 4 votes

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  6. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  7. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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  8. 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...

    8 votes

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

    Option to use conditional fields in API

    10 votes

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  10. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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  11. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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  12. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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  13. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  14. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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  15. Limit the list of domains from which API requests are being sent

    1 vote

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

    4 votes

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  17. The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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  18. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. Ability to upload image via API instead of using the image URL.

    2 votes

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  20. 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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