160 results found
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Add endpoint to share templates via API
Add endpoint to share templates via API
3 votes -
Option to enable multiline via API / Make
- Will allow the user to enable multiline text in API or Make
3 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
Adding a table via API
We'd like to make a table using API and fill it out with content
3 votes -
API: Document Details: List Tokens in Document Order
I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?
3 votes -
API: nested fields in body request
Option to use nested fields in the body request when you create a document from PandaDoc template via API
3 votes -
API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votesLindsey Schocke responded
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End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes -
GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votesValeryia Baranava responded
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3 votes
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3 votes
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Room-related webhook events (such as room.created, room.viewed, etc.)
Function that would allow customers to detect Room activity via the API and connect it to their CRM data.
2 votes -
Support phone-only recipients for embedded signing session endpoint
The ability to use a phone number (E.164 format) in place of an email address in the recipient field of the POST /documents/{id}/session endpoint.
Currently, the endpoint only accepts an email address.
For cases where recipients have no email address on file and the app handles the signing experience directly.
2 votes -
2 votes
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Public API Endpoint to enable/activate Stripe payments
Request to have a public API endpoint to enable Stripe payments without manually doing it in the UI.
2 votes -
Extend the “Template Updated” webhook trigger to cover updates to templates fields
At the moment, the "Template updated" webhook trigger includes the following events:
Changes to template name
Changes to template roles
Addition of a sectionThe feature request is to extend the “Template Updated” webhook trigger scope to cover updates to templates fields (or possibly introduce a separate trigger "Template updates (fields)".
2 votes -
API: Sender parameter take precedent over owner parameter
If the email specified in the sender parameter does not match an existing workspace user, PandaDoc may automatically assign the document to the default workspace sender. In PandaDoc, the document owner always takes precedence over the sender parameter if the sender does not match the document owner or meet workspace requirements. Even if your API call sets a different sender, the document will still be sent from the document owner.
Would like this to not occur, and allow for the sender perimeter to set the sender email
2 votes -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
2 votes -
Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes
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