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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 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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  3. 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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  4. 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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  5. 4 votes

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

    4 votes

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    1 comment  ·  API  ·  Admin →
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  7. 4 votes

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  8. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  9. 4 votes

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  10. We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    4 votes

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  11. webhooks history via API

    4 votes

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  12. create library items via api

    4 votes

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  13. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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  14. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    4 votes

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  15. API: List documents endpoint

    The option to show:

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

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. We'd like to make a table using API and fill it out with content

    3 votes

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  17. 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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  18. From the API there is no way to download a PDF format of a Template

    3 votes

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  19. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. 3 votes

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    1 comment  ·  API  ·  Admin →
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