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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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  2. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote

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  3. Add the option to hide the columns in pricing table via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  4. Create multiple documents both from template and PDF via API

    1 vote

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  5. 4 votes

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  6. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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  7. 1 vote

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  8. The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    1 vote

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  9. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    1 vote

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  10. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    7 votes

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    1 comment  ·  API  ·  Admin →
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  11. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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  12. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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  13. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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  14. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  15. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    35 votes

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    3 comments  ·  API  ·  Admin →
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  16. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  17. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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  18. Limit the list of domains from which API requests are being sent

    1 vote

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  19. The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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  20. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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