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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"

    1 vote

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  2. 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"
    }
    ]
    }

    1 vote

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  3. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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  4. 1 vote

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  5. Ability to set up multiple choice within the pricing table via API.

    1 vote

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  6. Ability to adjust video links via API.

    1 vote

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  7. Webhook for the subscription created in Stripe once the document is paid

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  8. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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  9. Update multiple recipients on a single document via API.

    1 vote

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  10. Option to detect the page number of the actual signature field on it via API. User case:
    I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.

    1 vote

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  11. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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  12. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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  13. Ability to edit Pricing table footer via API.

    1 vote

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  14. Customer would like to post information on the fields from their custom CRM to the templates via API

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  15. Add endpoint to share templates via API

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  16. Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.

    1 vote

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  17. 1 vote

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  18. Ability to create document using multiple templates

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  19. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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  20. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

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