259 results found
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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 -
PandaDoc API: Ability to create catalog categories from api
Ability to create catalog categories from api.
Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
Would love to do this via api :)1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Passing HTML or Markdown through API variables
Passing HTML or Markdown through API variables
3 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 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 -
Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.1 vote -
Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Filterable criteria to simplify API response consumption
Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.
1 vote -
Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
1 vote -
Update branding in Signing View
We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.
1 vote -
Payment Installments available with API
Currently using API for their payments and would like to be able to set up installments via API workflow.
1 vote -
Support the "Send via Business Email" feature via API
Support "Send via Business Email" feature via API.
2 votes -
Promote private endpoint for dashboard to public api
Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces
https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z
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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Allow admins to view Remaining API Documents
The ability for admins to view the remaining API documents outside of the Billing tab.
2 votes
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