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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. Option to detect the page number of the actual signature field on it via API. User case:
    I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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  3. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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  4. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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  5. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  6. API delete call - for a specific page only instead of an entire document

    5 votes

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    1 comment  ·  API  ·  Admin →
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  7. Ability to edit Pricing table footer via API.

    1 vote

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  8. 2 votes

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    • Will allow the user to enable multiline text in API or Make
    2 votes

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  9. Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →
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  10. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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  11. 3 votes

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    1 comment  ·  API  ·  Admin →
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  12. Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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  13. Add endpoint to share templates via API

    1 vote

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  14. "Required" value for fillable fields in getting template details

    4 votes

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  15. We'd like to make a table using API and fill it out with content

    3 votes

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  16. Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.

    1 vote

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

    6 votes

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    1 comment  ·  API  ·  Admin →
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  18. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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  19. Option to generate session ID for draft document

    6 votes

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