218 results found
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API Response for Failed Deliveries
Specific response for when a document created/sent via API has not been delivered to the recipient.
1 vote -
be able to preset pricing table in a template and update certain values like qty in API document creation
customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time
1 vote -
Create multiple documents both from template and PDF via API
Create multiple documents both from template and PDF via API
1 vote -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
1 vote
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Email body customization while creating/sending documents via API
The option to edit, customize and adjust the body of the email message when creating and sending documents via API.
1 vote -
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
1 vote -
API: Bulk Sign Multiple Document IDs and Zip Download of PDFs
We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.
1 vote -
Assign specific fields when create doc from PDF form fields via API
Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).
1 vote -
Limit the list of domains via API
Limit the list of domains from which API requests are being sent
1 vote -
1 vote
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1 vote
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Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
1 vote -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
1 vote
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download the files added to collect files field via API
download the files added to collect field via API
1 vote -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
1 vote
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API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote
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