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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  2. Ability to edit Pricing table footer via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. 2 votes

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  8. check the delivery error by email via API/Webhooks

    3 votes

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    1 comment  ·  API  ·  Admin →
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    • Will allow the user to enable multiline text in API or Make
    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  10. 1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Ability to create document using multiple templates

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →
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  15. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Create multiple documents both from template and PDF via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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    0 comments  ·  API  ·  Admin →
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