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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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264 results found

  1. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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  2. Support "Send via Business Email" feature via API.

    2 votes

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  3. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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  4. For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.

    There is no way to trace out the relationships, which is critical for downstream automations.

    3 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  5. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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  6. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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  7. API: redirect to a custom URL in a session view.

    3 votes

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  8. The Ability to remove the empty spacing if no variable is passed.

    Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template

    3 votes

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  9. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  10. As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.

    3 votes

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  11. Ability to use the same email on different roles in API

    3 votes

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  12. Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online

    1 vote

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  13. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

    1 vote

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  14. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  15. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  16. ability to retrieve signers IP address from a webhook

    1 vote

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  17. Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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  18. 5 votes

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  19. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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  20. 2 votes

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