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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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  2. 2 votes

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  3. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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  4. 3 votes

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  5. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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  6. API date - sign as of today - pdf not template

    2 votes

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

    2 votes

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

    2 votes

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

    1 vote

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  11. Ability to adjust video links via API.

    1 vote

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  12. 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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  13. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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  14. 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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  15. 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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  16. 1 vote

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  17. Update multiple recipients on a single document via API.

    1 vote

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  18. Option to detect the page number of the actual signature field on it via API. User case:
    I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.

    1 vote

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  19. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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  20. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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