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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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  2. Option to set autofill with signing date when creating documents via PDF

    2 votes

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  3. Specifically, we are utilizing the list documents endpoint with the membership_id parameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.

    2 votes

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  4. Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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  5. The ability to reorder pages/sections of a document via API.

    2 votes

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  6. Ability to set up multiple choice within the pricing table via API.

    1 vote

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  7. Ability to adjust video links via API.

    1 vote

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  8. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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  9. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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  10. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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  11. 6 votes

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  12. Update multiple recipients on a single document via API.

    1 vote

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  13. Option to detect the page number of the actual signature field on it via API. User case:
    I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.

    1 vote

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  14. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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  15. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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  16. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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  17. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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  18. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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  19. Option to generate in-person signing link via PandaDoc API

    2 votes

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  20. Change the field type, i.e. changing the signature field to a text field

    2 votes

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