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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. Edit sent document via API

    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. Recipient Groups for API

    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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    0 comments  ·  API  ·  Admin →
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  3. Increase the limit for ANY sandbox API

    Increase the limit for ANY sandbox API

    2 votes

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  4. API: Add pages to a document

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

    2 votes

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  5. API: Reorder sections

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

    2 votes

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  6. API: Update Saved Contacts Email Address

    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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  7. Active Campaign: pre-fill a document with information via Zapier

    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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    1 comment  ·  API  ·  Admin →
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  8. Change the field type via Update document api request

    2 votes

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  9. allow completed document notifications when API silent parameter is enabled

    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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  10. Can view and Edit documents only created by the creator API

    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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  11. in-person signing via API

    in-person signing via API

    2 votes

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  12. Sent At and Last Seen date for all recipients within Webhook Response or the Document Details API

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

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

    1 vote

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  14. Ability to adjust video links via API.

    Ability to adjust video links via API.

    1 vote

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

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

    1 vote

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  16. Proposal for Implementing Dynamic Subject Line Modification in Automated Email Transmission Support

    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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  17. Recipient can regenerate a document

    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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  18. Create pricing table with images via API

    1 vote

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  19. Pull products from the product catalog via API

    1 vote

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  20. eVault

    Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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