276 results found

1. API Customizable Reminder Settings for Sent Documents

   Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.

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2. Update Signing Order once document is sent via API

   when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI

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3. To have more then 300 webhooks per workspace

   Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number

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4. API: Embedded Signing for Recipient Groups

   The feature to support recipient groups with embedded signing.

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5. Receive details of suggestion made via API call/webhook

   We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.

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6. Ability to view which user generated each API key in the PandaDoc UI

   Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.

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7. Embedded Template Editor: Add Design Tab

   Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.

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8. Issue with Recipient Group Naming & API Usage

   Issue:
   Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

   Impact:
   This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

   Proposed Idea/Solution:
   Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

   Automatically appending a unique identifier (e.g., a number) to the group name if a duplicate is detected (e.g., "Group Name (1)", "Group Name (2)").

   Allowing API users to explicitly create distinct groups even if names are identical.

   This change would greatly improve data integrity and the reliability of recipient group management, especially for automated workflows.

   Issue:
   Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

   Impact:
   This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

   Proposed Idea/Solution:
   Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

   Automatically appending a unique… more

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9. Enable Send Manual Reminder API for Recipient groups

   Enable Send Manual Reminder API for Recipient groups

   https://developers.pandadoc.com/reference/createmanualreminder

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10. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

    Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
    Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
    Do you have any suggestions?

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11. Add Watermark Positioning Controls to PandaDoc

    Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.

    We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.

    Why this matters:

    Improves document clarity and professionalism.
    Reduces customer frustration and support tickets.
    Aligns with customization capabilities already offered for other watermark attributes.

    Question: Is there currently any undocumented method or workaround to control watermark positioning? If not, we strongly recommend this feature be added to the roadmap.

    Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.

    We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.

    Why this matters:

    … more

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12. Webhook: Event for Approved Document

    webhook event for document approved

    7 votes

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13. Text content placeholders for templates

    Problem

    We need to send quite a lot of information from our webshop to Pandadoc:

    • including short values, like numbers or a couple of symbols
    • but also lists or just formatted text

    This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...

    • don't allowed formatted text, even not simple one, like strong text.
    • are only really useful for short texts, but we also send paragraphs or long texts.

    → we are currently working with about 100+ variables to be able to have some kind of "decent" layout.
    But in most cased the variables aren't even filled and send, and then have to be removed again by an operator...

    Proposed solution

    • Add something like a "template text block", which just can be replaced with arbitrary rich text content and will be converted to normal text block in a final document.
    • Within the template, it should be possible to set a placeholder / default text, which just gets replaced or be converted to the content of the normal text block (if there is non send)

    Problem

    We need to send quite a lot of information from our webshop to Pandadoc:

    • including short values, like numbers or a couple of symbols
    • but also lists or just formatted text

    This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...

    • don't allowed formatted text, even not simple one, like strong text.
    • are only really useful for short texts, but we also send paragraphs or long texts.

    → we are currently working with about 100+ variables to be able to have some kind of "decent" layout.… more

    2 votes

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14. Webhook for Signer Changes Due to Document Forwarding

    Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.

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15. design template details API to expose conditional smart content rules or logic

    Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?

    3 votes

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16. PandaDoc API: Ability to create catalog categories from api

    Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Create Catalog Item

17. API: OpenSolar API

    Ability to integrate with OpenSolar API

    6 votes

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18. Retrieving folder information via API

    To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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19. Webhooks: Include the Document Link in the Response

    Include the document link in the response body, not just the document ID.

    3 votes

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20. Payment Gateway: WeTravel Payments via API

    Ability to connect WeTravel Payments via API

    2 votes

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