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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. 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

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  2. Ability to upload image via API instead of using the image URL.

    2 votes

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  3. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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  4. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    2 votes

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  5. Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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  6. Mapping in API

    Option to map via API

    2 votes

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  7. Ability to write and read a message in the chat box on a document through the api

    2 votes

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  8. 2 votes

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  9. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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  10. 2 votes

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  11. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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  12. Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.

    2 votes

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    2 comments  ·  API  ·  Admin →
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  13. 2 votes

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  14. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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  15. 2 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
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  16. 2 votes

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  17. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    2 votes

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  18. Support Private API

    2 votes

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  19. 2 votes

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  20. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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