209 results found

1. Workspace details via API

   to get the pandadoc workspace from any api

   7 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. 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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3. Edit sent document via API

   Option to change the document status to Draft via API

   6 votes

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4. API: generate session ID for draft document

   Option to generate session ID for draft document

   6 votes

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   Idea  ·  Lindsey Schocke responded

   
   

5. create library items via api

   create library items via api

   6 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Set design (bold, etc) via API

   design via API

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7. Bulk Send via API

   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

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8. API- Download as Docx

   API to download pandadoc document in docx format.

   6 votes

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9. Replace unfilled variables with blanks when creating docs via API
   5 votes

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   Idea  ·  Lindsey Schocke responded

   
   

10. Hide columns in pricing table via API

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

    5 votes

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    Idea  ·  Lindsey Schocke responded

    
    

11. 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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    Idea  ·  Lindsey Schocke responded

    
    

12. 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

    5 votes

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13. 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

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14. 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

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15. Ability to assign fields via APi

    Ability to assign fields via APi.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Option to use API to edit a document

    Option to use API to edit a document

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. API

    No Open API on the customer side

    5 votes

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18. Create and Send document in one API call

    Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    5 votes

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19. List documents endpoint

    API: List documents endpoint

    The option to show:

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

    5 votes

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20. API delete call - for a specific page only

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

    4 votes

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