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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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259 results found

  1. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  2. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. ability to use templates without roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  4. Support for Hebrew documents via the API

    PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  5. Ignore smart content block if no Content Library items are used when document is created via API.

    The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  6. API: Option to Store Web base items like logo, images, reciept etc that has expiration.

    Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  7. Ability to allow replacing template variable with HTML snippet through API

    We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    5 votes

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    0 comments  ·  API  ·  Admin →
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  8. Option to use API to edit a document

    Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
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  9. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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  10. set Grand Total value via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. webhooks history via API

    webhooks history via API

    5 votes

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    0 comments  ·  API  ·  Admin →
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  13. Workspace details via API

    to get the pandadoc workspace from any api

    7 votes

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  14. Javascript sdk hide fields in the viewer

    Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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  15. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →
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  16. Change Email Title API

    Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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  18. Option for field resizing via API

    1 vote

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  19. Notify that API key needs to be reset (Salesforce)

    Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  20. To get all documents with recipients in one query via API

    2 votes

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    Not Planned  ·  AdminSergei Soroka (Admin, PandaDoc) responded

    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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