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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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218 results found

  1. use the API to combine templates

    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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  2. documents created via API to be visible in Panda doc custom lightning page.

    2 votes

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  3. Add recipient in CC via API

    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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    1 comment  ·  API  ·  Admin →
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  4. GET Documents by Sequence Number

    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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  5. set Grand Total value via API

    2 votes

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  6. Javascript sdk hide fields in the viewer

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

    2 votes

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  7. To get all documents with recipients in one query via API

    2 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
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  8. API whitelist

    2 votes

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    1 comment  ·  API  ·  Admin →
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  9. Improve the API capabilities for Forms (need full feature parity with embed js in ev1)

    2 votes

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  10. Support Private API

    Support Private API

    2 votes

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  11. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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  12. API: More information to pass

    2 votes

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  13. API get signature details

    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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  14. Pagination ordering via API

    2 votes

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  15. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  16. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  17. api revision number as token

    api revision number token for document changes

    2 votes

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  18. Preview generated documents under PandaDoc API

    Be able to preview generated documents under PandaDoc API before being charged

    1 vote

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  19. Webhook History: Add Document UUID Column

    When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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  20. Ability to see who viewed the document on JSON response when it is created through API

    Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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