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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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122 results found

  1. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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  2. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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  3. Use Base64 encoded string to send an image via API

    1 vote

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  4. 3 votes

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  5. Ability to assign fields via APi.

    5 votes

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    1 comment  ·  API  ·  Admin →
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  6. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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  7. Ability to create forms via API.

    3 votes

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  8. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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  9. ability to Locked document feature via API

    3 votes

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  10. 1 vote

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  11. Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.

    2 votes

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  12. 1 vote

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  13. 2 votes

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  14. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  15. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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  16. Option to use API to edit a document

    5 votes

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  17. to get the pandadoc workspace from any api

    7 votes

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  18. 1 vote

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  19. 3 votes

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  20. We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    4 votes

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