215 results found
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Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
2 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
2 votes -
2 votes
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Export data from a fields to a predefine PDF with data from their own app
The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.
2 votes -
2 votes
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Generate session link for several recipients at the same time
For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.
2 votes -
API: option to setup autofill with signing date when creating documents via PDF
Option to set autofill with signing date when creating documents via PDF
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documentsendpoint with themembership_idparameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.2 votes -
API: Add pages to a document
Currently, we can bundle documents via API but not add documents as pages.
2 votes -
API: Reorder document pages
The ability to reorder pages/sections of a document via API.
2 votes -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
2 votes
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Allow completed document notifications when API silent parameter is enabled
Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
to the recipients even if the notifications are suppressed2 votes -
Can view and Edit documents only created by the creator API
Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API
2 votes -
Active Campaign: pre-fill a document with information via Zapier
I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.
You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.
Do you think this is something that will come in future?
Is there an existing Product Update request I can upvote?Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…
2 votes -
Generating In-Person Signing Link via PandaDoc API
Option to generate in-person signing link via PandaDoc API
2 votes -
Change the field type via Update document api request
Change the field type, i.e. changing the signature field to a text field
2 votes -
Auto-populate fields with Pipedrive data via API after linking to a deal.
Auto-populate fields with Pipedrive data via API after linking to a deal:
I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.2 votes -
Recipient Status via API
Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed
2 votes -
2 votes
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