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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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263 results found

  1. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  2. Ability to see who viewed the document on JSON response when it is created through API

    Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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  3. API: Toggle at the template level to enable / restrict permission to download a document (pdf or doc.x)

    We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"

    1 vote

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  4. Export data from a fields to a predefine PDF with data from their own app

    The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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  5. Update/Add/Delete Products via API

    We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.

    1 vote

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  6. Embed a form to Google Sheets

    2 votes

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  7. HTML to IMG - API

    '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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  8. Pricing table: added row with product image via API

    This feature is really important!

    1 vote

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  9. Generate session link for several recipients at the same time

    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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  10. API: Add pages to a document

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

    3 votes

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  11. API: option to setup autofill with signing date when creating documents via PDF

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

    2 votes

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  12. List documents where a user has collaborated via API

    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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  13. API: Reorder document pages

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

    2 votes

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  14. API: Update Saved Contacts Email Address

    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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  15. Active Campaign: pre-fill a document with information via Zapier

    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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    1 comment  ·  API  ·  Admin →
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  16. Change the field type via Update document api request

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

    2 votes

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  17. Allow completed document notifications when API silent parameter is enabled

    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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  18. Can view and Edit documents only created by the creator API

    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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  19. Generating In-Person Signing Link via PandaDoc API

    Option to generate in-person signing link via PandaDoc API

    2 votes

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

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

    1 vote

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