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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Ability to create forms via API.

    3 votes

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  3. ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  4. 3 votes

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  5. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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  6. The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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  7. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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  8. Send multiple documents via one API call.

    3 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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  9. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  10. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  11. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  12. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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  13. 2 votes

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  14. Ability to retrieve data from document Data fields via API

    2 votes

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  15. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    2 votes

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  16. Option to get organization ID via API

    2 votes

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  17. 2 votes

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  18. Ability to add tags in template via API

    2 votes

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  19. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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