263 results found
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Webhook: Event for Approved Document
webhook event for document approved
6 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
Passing HTML or Markdown through API variables
Passing HTML or Markdown through API variables
4 votes -
Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.
Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
Do you have any suggestions?2 votes -
Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Add Watermark Positioning Controls to PandaDoc
Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.
We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.
Why this matters:
…
2 votes -
Text content placeholders for templates
Problem
We need to send quite a lot of information from our webshop to Pandadoc:
- including short values, like numbers or a couple of symbols
- but also lists or just formatted text
This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...
- don't allowed formatted text, even not simple one, like strong text.
- are only really useful for short texts, but we also send paragraphs or long texts.
→ we are currently working with about 100+ variables to be able to have some kind of "decent" layout.…
2 votes -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
2 votes -
design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
2 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 -
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.
5 votes -
Retrieving folder information via API
To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.
2 votes -
Webhooks: Include the Document Link in the Response
Include the document link in the response body, not just the document ID.
2 votes -
Payment Gateway: WeTravel Payments via API
Ability to connect WeTravel Payments via API
2 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!
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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 -
5 votes
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