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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  1. Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
    Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
    Do you have any suggestions?

    2 votes

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  2. Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.

    We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.

    Why this matters:

    2 votes

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  3. Problem

    We need to send quite a lot of information from our webshop to Pandadoc:

    • including short values, like numbers or a couple of symbols
    • but also lists or just formatted text

    This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...

    • don't allowed formatted text, even not simple one, like strong text.
    • are only really useful for short texts, but we also send paragraphs or long texts.

    → we are currently working with about 100+ variables to be able to have some kind of "decent" layout.…

    2 votes

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  4. Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.

    2 votes

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  5. Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?

    2 votes

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  6. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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  7. Include the document link in the response body, not just the document ID.

    2 votes

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  8. Ability to connect WeTravel Payments via API

    2 votes

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  9. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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  10. Support "Send via Business Email" feature via API.

    2 votes

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  11. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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  12. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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  13. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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  14. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  15. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  16. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  17. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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  18. 2 votes

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  19. Ability to retrieve data from document Data fields via API

    2 votes

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