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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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285 results found

  1. The Ability to remove the empty spacing if no variable is passed.

    Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template

    3 votes

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  2. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  3. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  4. Support "Send via Business Email" feature via API.

    2 votes

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  5. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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  6. Ability to use the same email on different roles in API

    3 votes

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  7. 7 votes

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  8. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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  9. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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  10. Please add "UUID" of the webhook in the webhook payload.

    4 votes

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  11. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  12. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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  13. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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  14. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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  15. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  16. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    3 votes

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  17. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  18. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    4 votes

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    2 comments  ·  API  ·  Admin →
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  19. Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Setup renewal notifications via API

    3 votes

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