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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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272 results found

  1. Use API to add content library content to documents through the Pipedrive or Zapier integrations

    I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. set Grand Total value via API

    3 votes

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  3. Get(retrieve) document chat messages via API

    1 vote

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  4. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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  5. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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  6. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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  7. Add a recipient to an existing document via APi

    1 vote

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  8. API auto-detect form fields so the code will be added dynamically

    is there a way to automatically find the form fields or detect the form field's name so we can add it to the code dynamically?

    1 vote

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  9. API: Option to Store Web base items like logo, images, reciept etc that has expiration.

    Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  10. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    11 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  12. 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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    0 comments  ·  API  ·  Admin →
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  13. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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  14. API whitelist

    2 votes

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    1 comment  ·  API  ·  Admin →
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  15. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Bulk Send via API

    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

    14 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. To get all documents with recipients in one query via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminSergei Soroka (Admin, PandaDoc) responded

    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.

  19. Using the PandaDoc API to get Stripe Customer ID

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

    2 votes

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  20. Change Email Title API

    Change the title of an email using API

    1 vote

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