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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 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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  3. 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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    We’ll send you updates on this idea

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  4. 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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  5. 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

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

    9 votes

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

    21 votes

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    2 comments  ·  API  ·  Admin →
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    Hi,

    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.

  8. 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

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  9. The option to set and change expiration date via API.

    43 votes

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    3 comments  ·  API  ·  Admin →
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    Hi,

    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.

  10. Send multiple documents via one API call.

    3 votes

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  11. Forwarding documents option for API.

    12 votes

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  12. API: List documents endpoint

    The option to show:

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

    5 votes

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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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  13. 2 votes

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  14. 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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  15. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. api revision number token for document changes

    2 votes

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