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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →
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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. Move folders through API. Ability to download the folder and/or archive into subfolders.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  6. 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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  7. We'd like to make a table using API and fill it out with content

    3 votes

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  8. 1 vote

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  9. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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  10. The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    1 vote

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  11. API delete call - for a specific page only instead of an entire document

    4 votes

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  12. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    1 vote

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  13. 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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  14. 2 votes

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  15. Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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    1 comment  ·  API  ·  Admin →
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  16. 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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  17. 2 votes

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  18. 2 votes

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  19. "Required" value for fillable fields in getting template details

    4 votes

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

    1 vote

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