237 results found
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1 vote
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Use API to integate Pipedrive with PandaDoc
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 -
API get signature details
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 -
Stripe: Detailed Line Items from Pricing Table
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 -
Custom columns are not hidden by default
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
4 votes -
The option to pull the info to a regular table (not pricing) via API.
The option to pull the info to a regular table (not pricing) via API.
9 votes -
Get the reason for a declined document via API
When someone "Decline" document with reason filled - how can i get this reason from API
21 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Format messages (new paragraphs, etc.) for documents sent via API
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.
4 votes -
Expiration Date via API
The option to set and change expiration date via API.
43 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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One API call to send several documents
Send multiple documents via one API call.
3 votes -
Forwarding documents option for API
Forwarding documents option for API.
12 votes -
List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents5 votes -
API: field tags
To set which from several identical field tags will be populated automatically;
To set date field tag with the date of the opening the document by the client automatically.
3 votes -
2 votes
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Protected PDF's from API download
When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.
2 votes -
Expose Cost/Profit margin endpoints in API + Zapier
Cost/Profit Margin endpoints exposed in PandaDoc API
2 votes -
api revision number as token
api revision number token for document changes
2 votes
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