267 results found
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Mapping in API
Mapping in API
Option to map via API
2 votes -
upload documents in base64 via the API
To be able to upload documents in base64 via the API.
2 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes -
1 vote
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2 votes
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Support for Hebrew documents via the API
PandaDoc cannot be used with documents that contain Hebrew via the API.
Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.
Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
Additionally, sometime PandaDoc adds an extra space before/after the field name.This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…
12 votes -
API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote -
Email validation API call
Option to have an API endpoint to validate email correctness according PandaDoc email format rules
1 vote -
4 votes
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1 vote
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Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 vote -
Automatically link Salesforce Opportunity ID back to the PandaDoc
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
5 votes -
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 -
2 votes
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Ability to assign fields via APi
Ability to assign fields via APi.
6 votes -
Ability to create and add dynamic tokens onto the document created from PDF file via API.
Ability to create and add dynamic tokens onto the document created from PDF file via API.
1 vote -
Use Base64 encoded string to send an image via API
Use Base64 encoded string to send an image via API
1 vote -
3 votes
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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.
3 votes -
Use pricing table merge rules with public API
I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks
1 vote
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