12 results found

1. Change reminders via API

   One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need to do massive changes we simply can't.

   One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need… more

   39 votes

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   5 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Document Auto-Reminder Settings

2. Get audit trail details via api (Recipient Status via API)

   ability to get audit trail details via api including recipient status

   23 votes

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   6 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Retrieve Document Audit Trail via API

3. SendDate in API call Get Document details
   21 votes

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   1 comment  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   developers.pandadoc.com

4. Create template via API

   API call to create a template.

   21 votes

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   2 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Create template

5. Option to set up recipient authentication via API
   15 votes

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   4 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Recipient Verification via API

6. Invite or create users via API

   Option to create a new user or invite a new user via API.

   11 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Create user via API

7. Recipient Groups for API

   The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
   Customer requesting: mpetit@homebound.com

   10 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   
   

   Recipient Groups via API.

8. Option to use sms verification trough Zapier or API.

   We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

   We are using the Zapier plugin of PandaDoc to generate documents with data etc.

   But we are not able to use this security function on those documents.

   I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

   I like PandaDoc and i would love to use it for a longer time but the company needs to set things up according to the requirements of the goverment and EU according to privacy.

   I think this option is critical and i hope they will find something for this.

   We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

   We are using the Zapier plugin of PandaDoc to generate documents with data etc.

   But we are not able to use this security function on those documents.

   I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

   I like PandaDoc and i would… more

   5 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Recipient Verification

   
   

9. Send documents using a different email via API / Send on behalf via API / Set document sender via API
   5 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Send document

10. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Recipient Verification

11. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API

    Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Update quotes

12. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    New Template API