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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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218 results found

  1. 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

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  2. 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

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  3. 2 votes

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  4. check the delivery error by email via API/Webhooks

    2 votes

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    • Will allow the user to enable multiline text in API or Make
    2 votes

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  5. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  6. Option to create folders via API

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 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.

    2 votes

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

    2 votes

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  13. Ability access other workspaces for document and template creation via the API

    2 votes

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  14. 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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  15. 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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  16. 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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  17. Mapping in API

    Option to map via API

    2 votes

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

    2 votes

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  19. 2 votes

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