244 results found
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Document deletion via API: keep the document in trash folder
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 -
2 votes
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Contract repository: ability to retrieve data from Data fields via API
Ability to retrieve data from document Data fields via API
2 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
2 votes -
[API] Get Org ID
Option to get organization ID via API
2 votes -
2 votes
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API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
API: option to pull hyperlink via variable and set a text to display
Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
{
"tokens": [
{
"name": "URL_Sample",
"value": "www.pandadoc.com/sales",
"text" : "PandaDoc Sales"
}
]
}2 votes -
2 votes
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Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
2 votes -
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
2 votes -
2 votes
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Export data from a fields to a predefine PDF with data from their own app
The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.
2 votes -
2 votes
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Generate session link for several recipients at the same time
For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.
2 votes -
API: option to setup autofill with signing date when creating documents via PDF
Option to set autofill with signing date when creating documents via PDF
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documentsendpoint with themembership_idparameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.2 votes -
API: Reorder document pages
The ability to reorder pages/sections of a document via API.
2 votes -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes
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