211 results found
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obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
3 votes -
Access PandaDoc using API key of non-active workspaces
When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.
1 vote -
API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votes -
[API] Ability to populate the content with both Variables or Fields
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.
1 vote -
5 votes
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3 votes
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Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
(API) Add option to CREATE that allows for auto SEND
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 -
Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
3 votes -
[Portuguese/Brazil] Recipient localization for documents created via API
subject line is not included in the translation
4 votes -
1 vote
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[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
1 vote
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Expand the interoperability of suggested edits ( comments ) and API
- Add a unique identity to every comment (GUID)
- Add all Comments to the "Get Document Details" API Payload
- Add all Comments to the Webhook Payload
- Add new Webhook events for when comments are added, updated, or deleted
- Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
- Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
- Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
5 votes - Add a unique identity to every comment (GUID)
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Support the X-HTTP-Method-Override header in the API
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 -
8 votes
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Ability to update a document's name via API
It would be helpful to be able to utilize API to update a document's name.
3 votes -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
8 votes
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