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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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263 results found

  1. Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

    1 vote

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  2. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  3. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  4. Support "Send via Business Email" feature via API.

    2 votes

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  5. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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  6. Ability to use the same email on different roles in API

    3 votes

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  7. In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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  8. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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  9. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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  10. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    1 vote

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  11. Please add "UUID" of the webhook in the webhook payload.

    4 votes

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  12. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  13. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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  14. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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  15. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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  16. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  17. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  18. 4 votes

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  19. Setup renewal notifications via API

    3 votes

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  20. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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