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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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62 results found

  1. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  2. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  3. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  4. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  5. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  6. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  7. POST Document status via Pandadoc API

    Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  8. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  9. Manage/add contacts via public API

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  10. Include recipients roles in webhooks

    PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  11. Ability to Add Custom Mapping Via API in EV2

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  12. API fee columns

    Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  13. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →
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  14. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →
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  15. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  16. Direct integration with Greenhouse

    Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  17. validate email addresses via API

    0 votes

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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

  18. API rate limits

    increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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  19. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1

  20. PipeDrive: Automatically attached signed proposal to a deal

    1 vote

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