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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    3 votes

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  2. The option to set and change expiration date via API.

    38 votes

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    3 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!

  3. Send multiple documents via one API call.

    3 votes

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  4. API call to create a template.

    21 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  5. Forwarding documents option for API.

    10 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  6. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    4 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  7. 2 votes

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  8. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  9. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  10. api revision number token for document changes

    2 votes

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