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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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122 results found

  1. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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  2. The option to pull the info to a regular table (not pricing) via API.

    8 votes

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  3. When someone "Decline" document with reason filled - how can i get this reason from API

    8 votes

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  4. Support Private API

    2 votes

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  5. API Strongly typed language

    1 vote

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  6. 2 votes

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  7. Forwarding documents option for API.

    10 votes

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  8. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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  9. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    3 votes

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  10. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    1 vote

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  11. Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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  12. api call has the ability to decline document

    1 vote

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  13. 1 vote

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  14. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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  15. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    3 votes

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  16. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    4 votes

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  17. Send multiple documents via one API call.

    3 votes

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  18. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  19. 2 votes

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