291 results found
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API: Sender parameter take precedent over owner parameter
If the email specified in the sender parameter does not match an existing workspace user, PandaDoc may automatically assign the document to the default workspace sender. In PandaDoc, the document owner always takes precedence over the sender parameter if the sender does not match the document owner or meet workspace requirements. Even if your API call sets a different sender, the document will still be sent from the document owner.
Would like this to not occur, and allow for the sender perimeter to set the sender email
2 votes -
API: Ability to approve documents via API
approve documents via api
8 votes -
Public API Endpoint to enable/activate Stripe payments
Request to have a public API endpoint to enable Stripe payments without manually doing it in the UI.
2 votes -
Extend the “Template Updated” webhook trigger to cover updates to templates fields
At the moment, the "Template updated" webhook trigger includes the following events:
Changes to template name
Changes to template roles
Addition of a sectionThe feature request is to extend the “Template Updated” webhook trigger scope to cover updates to templates fields (or possibly introduce a separate trigger "Template updates (fields)".
2 votes -
Export All Catalog Items via the API
Currently, users are using the existing “List Catalog Items Search” endpoint to retrieve and export all catalog items via the API. However, this endpoint was originally designed as a search endpoint, intended to filter a relatively small subset of items based on a specific query. It was not built to reliably return the entire catalog, which can lead to limitations and unintended errors when used as a full listing mechanism.
2 votes -
Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor
It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
We would like it to work the same way as within the native PandaDoc application.
we should be able to make .docx files editable using this NPM Library2 votes -
Webhook: Event for Approved Document
webhook event for document approved
8 votes -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
filter webhook history in the PandaDoc Developer Center using a custom date range
It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.
1 vote -
Webhook for Document Forwarding event
Please add a specific webhook event that triggers when a recipient shares a document with a new person. Currently, we receive an email notification for forwards, but there is no programmatic way to capture this event to automatically sync new stakeholders to our CRM or trigger follow-up workflows.
1 vote -
Create Editable Template from Uploaded file via API
Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI
3 votes -
API Key deactivation prompt when a user is removed (API Key user-generated)
A notification or prompt that the APIK key needs to be reset if the user who generated is removed.
1 vote -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
1 vote -
radio button set as optional field tags
Client/prospect needs to set radio buttons as optional when creating documents from file upload using field tags
Currently, the * optional modifier works for textfield, checkbox, dropdown, signature, date, and initials field tags (e.g., {textfield*____}), but not for radio buttonsRadio buttons use a different syntax ({{radio:role:optId}}) and don't support the optional modifier
This forces manual configuration after document creation, which doesn't work for automated workflows
Request to add optional modifier support to radio button field tags for consistency with other field types
1 vote -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
4 votes -
Set Silent parameter at recipient level
Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.
Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments
3 votes -
API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
2 votes -
Adding HubSpot line item properties to the Quote Builder
Could we have the feature to add custom line item properties as columns to the quote builder? We are able to do so using the pricing table.
1 vote -
pass custom parameters to the redirect url
Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.
Why this matters (use case):
We run multiple campaigns and need to send signers to different LPs depending on:
document template / campaign
recipient / segment
region / language
deal owner / pipeline stage
We also want to pass tracking parameters such as:
utmsource, utmcampaign, utm_content
internal IDs like doc…
1 vote -
2 votes
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