252 results found
-
Card details fields via API
When opening the document on the PandaDoc website, Client can see the payment option in the right panel, as shown in Screenshot 1. However, when theyopen the document in the application using the PandaDoc editor, the payment option is not visible in the right panel, as shown in Screenshot 2.
3 votes -
Add an endpoint to enable retrying webhooks via API
Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.
Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.
Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.
8 votes -
Add a new API to fetch the ip-address (and geo location tags) of all Document signatures
As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.
3 votes -
API Email & Text Sent - If one fails, still deliver by other method.
API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.
2 votes -
introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id
For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.
There is no way to trace out the relationships, which is critical for downstream automations.
3 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
-
API: redirect to a custom URL in a session view
API: redirect to a custom URL in a session view.
3 votes -
Ability to remove Space if no variables is passed
The Ability to remove the empty spacing if no variable is passed.
Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template
3 votes -
Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
1 vote -
Support the "Send via Business Email" feature via API
Support "Send via Business Email" feature via API.
2 votes -
Promote private endpoint for dashboard to public api
Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces
https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z
2 votes -
API - 1 email to on different roles
Ability to use the same email on different roles in API
3 votes -
In the Document SEND API endpoint,add a new [reply-to] input parameter
In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.
4 votes -
Allow admins to view Remaining API Documents
The ability for admins to view the remaining API documents outside of the Billing tab.
2 votes -
Authentication on the API endpoint that gets called by webhook
Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".
2 votes -
Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.1 vote -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
4 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
3 votes -
Webhook History within the document itself
Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.
2 votes -
3 votes
.png){kind=link}
- Don't see your idea?