211 results found
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We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Ability to access other workspaces for document and template creation via the API
Ability access other workspaces for document and template creation via the API
1 vote -
1 vote
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download the files added to collect files field via API
download the files added to collect field via API
1 vote -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
3 votes -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".3 votes -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
API & QES: Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
5 votes -
Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
4 votes -
1 vote
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Provision Workspaces via API
Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams
2 votes -
Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
7 votes -
Add an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
2 votes -
API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
5 votes -
Improve API logs details
Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)
2 votes
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