160 results found

1. Stripe: Detailed Line Items from Pricing Table

   With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

   7 votes

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

2. API: OpenSolar API

   Ability to integrate with OpenSolar API

   6 votes

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3. Edit sent document via API

   Option to change the document status to Draft via API

   6 votes

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4. API delete call - for a specific page only

   API delete call - for a specific page only instead of an entire document

   6 votes

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5. API: generate session ID for draft document

   Option to generate session ID for draft document

   6 votes

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   Lindsey Schocke responded

6. Hide columns in pricing table via API

   Add the option to hide the columns in pricing table via API.

   6 votes

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   1 comment  ·  API  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

7. Ability to assign fields via APi

   Ability to assign fields via APi.

   6 votes

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   1 comment  ·  API  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded

8. Format messages (new paragraphs, etc.) for documents sent via API

   While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

   6 votes

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9. List documents endpoint

   API: List documents endpoint

   The option to show:

   1) total number of pages
   2) total number of documents

   6 votes

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10. Set the image size with an API call
    5 votes

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11. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    5 votes

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    Lindsey Schocke responded

12. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete, for both UI and API
      • Our [Created a Document Link] API currently accepts a role-name as its main target. Expand the input parameters to allow for an optional collaborator target, that is not assigned to a specific role, that would allow for the collaborator view to be embedded into our clients custom web apps (basically simulating the link that we can manually send out to collaborators now)

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,… more
    5 votes

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    Lindsey Schocke responded

13. Create a document with a filled signature field via API: pre-sign a document/template via api
    5 votes

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    Valeryia Baranava responded

14. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.
    5 votes

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    Valeryia Baranava responded

15. Create editable documents from a PDF via API

    It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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16. Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor

    Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.

    4 votes

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17. Webhook UUID in the payload

    Please add "UUID" of the webhook in the webhook payload.

    4 votes

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18. Re/Name Template via API

    Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    4 votes

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19. Get document recipient links via API
    4 votes

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    1 comment  ·  API  ·  Delete…  ·  Admin →
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20. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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