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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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  2. 1 vote

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  3. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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  4. Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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  5. Option to set autofill with signing date when creating documents via PDF

    2 votes

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  6. Specifically, we are utilizing the list documents endpoint with the membership_id parameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.

    2 votes

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  7. The ability to reorder pages/sections of a document via API.

    2 votes

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  8. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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  9. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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  10. Change the field type, i.e. changing the signature field to a text field

    2 votes

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  11. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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  12. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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  13. Option to generate in-person signing link via PandaDoc API

    2 votes

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  14. Ability to set up multiple choice within the pricing table via API.

    1 vote

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  15. Ability to adjust video links via API.

    1 vote

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  16. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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  17. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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  18. 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…

    9 votes

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  19. check the delivery error by email via API/Webhooks

    3 votes

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

    1 vote

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