211 results found

1. eVault

   Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge untapped market which would help us gain a lot more business as it sounds like DocuSign is the only competitor that integrates with one (eOriginal).

   Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge… more

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2. Update multiple recipients on a single document via API.

   Update multiple recipients on a single document via API.

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3. detect page number of the actual signature field on it via API

   detect page number of the actual signature field on it via API

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4. Auto-populate fields with Pipedrive data via API after linking to a deal.

   Auto-populate fields with Pipedrive data via API after linking to a deal.

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5. Document Bundles - Distinct merge fields per document section

   Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

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6. Pull fields on a template dynamically via API

   So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
   But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

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7. Check the delivery error by email via API/Webhooks

   check the delivery error by email via API/Webhooks

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8. PandaDoc API : Utilize CSV data

   PandaDoc API that can utilize the CSV data gathered when a form is completed

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9. Ability to edit Pricing table footer via API.

   Ability to edit Pricing table footer via API.

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

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

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11. Add hyperlink to the text via API/insert clickable URLs
    2 votes

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12. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
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13. Create folders via API

    Option to create folders via API

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14. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

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15. Recipient Status via API

    Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed

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16. API delete call - for a specific page only

    API delete call - for a specific page only instead of an entire document

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17. Update info on fields from their templates

    Customer would like to post information on the fields from their custom CRM to the templates via API

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18. Add endpoint to share templates via API

    Add endpoint to share templates via API

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19. Move documents through API

    Move folders through API. Ability to download the folder and/or archive into subfolders.

    2 votes

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20. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

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