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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  2. to get the pandadoc workspace from any api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  3. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    7 votes

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  4. 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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  5. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  6. Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  7. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  8. 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

    6 votes

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    1 comment  ·  API  ·  Admin →
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  9. Option to use API to edit a document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  10. create library items via api

    6 votes

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  11. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  12. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    6 votes

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  13. API to download pandadoc document in docx format.

    6 votes

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  14. 5 votes

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    0 comments  ·  API  ·  Admin →
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    • 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,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  15. 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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    0 comments  ·  API  ·  Admin →
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  16. 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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  17. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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  18. Ability to assign fields via APi.

    5 votes

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    1 comment  ·  API  ·  Admin →
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  19. webhooks history via API

    5 votes

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