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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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29 results found

  1. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →

  2. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →

  3. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  4. Expiration Date via API

    The option to set and change expiration date via API.

    48 votes

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    3 comments  ·  API  ·  Admin →

  5. Get the reason for a declined document via API

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

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  6. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  7. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    11 votes

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    0 comments  ·  API  ·  Admin →

  8. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  9. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    4 comments  ·  API  ·  Admin →
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