Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

    14 votes

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    1 comment  ·  API  ·  Admin →
  2. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  API  ·  Admin →
  3. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    5 votes

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    0 comments  ·  API  ·  Admin →
  4. Add possibility to filter by Date Completed and by token value.

    9 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  5. No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  6. 3 votes

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    0 comments  ·  API  ·  Admin →
  7. Merge images into a document via API

    2 votes

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    0 comments  ·  API  ·  Admin →
  8. I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  9. 1 vote

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    0 comments  ·  API  ·  Admin →
  10. 1 vote

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    0 comments  ·  API  ·  Admin →
  11. 1 vote

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    0 comments  ·  API  ·  Admin →
  12. 1 vote

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    0 comments  ·  API  ·  Admin →
  13. 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

    1 vote

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    0 comments  ·  API  ·  Admin →
  14. 1 vote

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    0 comments  ·  API  ·  Admin →
  15. 5 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  16. Client would like to have an "Upload file" for the client accessible within API.

    Per client: currently we are having to manually download each file they have uploaded by logging into the Panda website.

    1 vote

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    0 comments  ·  API  ·  Admin →
  17. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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    0 comments  ·  API  ·  Admin →
  18. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
  19. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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    0 comments  ·  API  ·  Admin →
  20. 1 vote

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    0 comments  ·  API  ·  Admin →
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