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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

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

    6 votes

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    2 comments  ·  API  ·  Admin →
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  2. API date - sign as of today - pdf not template

    2 votes

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  3. 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

    7 votes

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  4. 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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  5. Increase the limit for ANY sandbox API

    2 votes

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

    2 votes

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

    2 votes

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  8. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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  9. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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  10. 2 votes

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    1 comment  ·  API  ·  Admin →
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  11. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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  12. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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  13. in-person signing via API

    2 votes

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  14. "To include the Sent At and Last Seen date for all recipients within either the Webhook Response or the Document Details Api"

    2 votes

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  15. Ability to set up multiple choice within the pricing table via API.

    1 vote

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  16. Ability to adjust video links via API.

    1 vote

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  17. webhook for the subscription created in Stripe once the document is paid

    1 vote

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  18. This proposal advocates for the integration of a dynamic subject line modification feature within our automated email transmission system. The proposed functionality aims to enhance communication efficiency by enabling automatic adjustments to email subjects based on predefined criteria or user-defined parameters. By incorporating this capability, our system can adaptively tailor email subjects to better reflect the content or context of the message, thereby improving recipient engagement and overall communication effectiveness. This proposal outlines the rationale, implementation strategy, potential benefits, and considerations for integrating dynamic subject line modification support into our existing email transmission infrastructure.

    1 vote

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  19. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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  20. 1 vote

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