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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Setup renewal notifications via API

    3 votes

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  3. Be able to preview generated documents under PandaDoc API before being charged

    1 vote

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  4. When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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  5. Ability to add tags in template via API

    2 votes

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  6. Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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  7. We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"

    1 vote

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  8. 4 votes

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  9. We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.

    1 vote

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  10. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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  11. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes

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  12. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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  13. 2 votes

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  14. 1 vote

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  15. to be able to upload an image or photo in the collect files fields using API

    2 votes

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  16. 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

    2 votes

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  17. 2 votes

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  18. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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  19. 2 votes

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  20. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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