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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    4 votes

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  2. 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
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If 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

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  3. 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

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  4. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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  5. Option to restrict access of document without deleting it using API

    1 vote

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  6. 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

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  7. 1 vote

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  8. 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...

    8 votes

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  9. 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)

    3 votes

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  10. Option to retrieve the list of all members in the organization

    1 vote

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  11. Conditional fields for API

    Option to use conditional fields in API

    10 votes

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  12. 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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  13. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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  14. to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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  15. It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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  16. Mapping in API

    Option to map via API

    2 votes

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  17. Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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  18. To be able to upload documents in base64 via the API.

    2 votes

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  19. 1 vote

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  20. The ability to generate a few or more API keys for a single workspace.

    1 vote

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