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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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217 results found

  1. Expiration Date via API

    The option to set and change expiration date via API.

    41 votes

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    3 comments  ·  API  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. Change reminders via API

    One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    37 votes

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    3 comments  ·  API  ·  Admin →
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    On roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    16 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. Support for Hebrew documents via the API

    PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  5. Forwarding documents option for API

    Forwarding documents option for API.

    11 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  6. get audit trail details via api

    ability to get audit trail details via api

    10 votes

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    1 comment  ·  API  ·  Admin →
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  7. Recipient Groups for API

    The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    9 votes

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    0 comments  ·  API  ·  Admin →
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  8. eVault

    Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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    1 comment  ·  API  ·  Admin →
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  9. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    9 votes

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    0 comments  ·  API  ·  Admin →
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  10. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    9 votes

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    1 comment  ·  API  ·  Admin →
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  11. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    9 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. API & Webhooks for Advanced Quotes

    8 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to set date field validation (any, future, past) from PDF via API

    Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  14. 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...

    8 votes

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    1 comment  ·  API  ·  Admin →
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  15. Set recipient view language in API call

    8 votes

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    0 comments  ·  API  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  16. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  17. General API key

    Option to get one centralized API key for all workspaces

    8 votes

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    1 comment  ·  API  ·  Admin →
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  18. in pandadoc api, roles show as blank in document details when the template has role(s).

    in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  19. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    7 votes

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    0 comments  ·  API  ·  Admin →
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