76 results found
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[API] call that will change the status of document from Sent/Viewed/Completed to Draft status.
API call that will change the document status from Sent/Viewed/Completed to Draft similar to the option below:
We have the option in PandaDoc to edit the sent document manually (https://support.pandadoc.com/hc/en-us/articles/360042659113-Edit-sent-documents), so the document status will become Draft.4 votesHi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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Option for Radio buttons on API [field tags]
Option for Radio buttons on API [field tags]
- will allow the user to use Radio buttns on API
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Get credit card details from recipients without charging any amount and the card details should be automatically saved.
Get credit card details from recipients without charging any amount and the card details should be automatically saved.
1 vote -
1 vote
Hi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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Bundles API
API support for document bundles
42 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Allow specifying document sender email for API
A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.
8 votes -
Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
203 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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Update document using API
Can update some field using api
8 votes -
Change doc sender via API
Change doc sender via API
1 vote -
Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
7 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
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Import Google contacts
live sync with Google contacts
2 votes -
Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.
The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.
3 votesYou can connect a different HubSpot account to each workspace on your account.
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Include recipients roles in webhooks
PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.
Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs
4 votesPlease be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
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Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
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Create and edit via API
Create and edit via API
22 votes -
Option to put fileds using API
Option to put fileds using API
Will allow the user to put fields using API
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document
Many thanks for your time! Have a wonderful day!
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Create a community site for developers
It will be helpful if there is a community site that developers can ask questions and exchange information.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.
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Integration with HR systems
Have HR systems integration, preferable Bambu HR
2 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
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Images via API
Merge images into a document via API
4 votes
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