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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    1 comment  ·  API  ·  Admin →
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  2. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. to be able to upload an image or photo in the collect files fields using API

    2 votes

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  6. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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  7. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    2 votes

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  8. 2 votes

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  9. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  10. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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  11. 2 votes

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  12. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    1 vote

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  13. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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  14. The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    9 votes

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  15. 1 vote

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  16. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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  17. Option to set autofill with signing date when creating documents via PDF

    2 votes

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  18. Specifically, we are utilizing the list documents endpoint with the membership_id parameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.

    2 votes

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  19. Currently, we can bundle documents via API but not add documents as pages.

    2 votes

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  20. The ability to reorder pages/sections of a document via API.

    2 votes

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