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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 1 vote

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  3. No Open API on the customer side

    5 votes

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  4. 2 votes

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    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    11 votes

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  6. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    2 votes

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  7. Change the title of an email using API

    1 vote

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  8. 1 vote

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  9. 6 votes

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  10. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  11. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  12. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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  13. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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

    6 votes

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  15. The option to set and change expiration date via API.

    45 votes

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    3 comments  ·  API  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  16. When someone "Decline" document with reason filled - how can i get this reason from API

    21 votes

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    2 comments  ·  API  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  17. API to download pandadoc document in docx format.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. 1 vote

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  20. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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