Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Link a document to an existing CRM record so document is displayed within CRM document list.

    40 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  API  ·  Admin →
  2. Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  API  ·  Admin →
  3. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  API  ·  Admin →
  4. Set signing order in API call (for documents created from PDFs).

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  5. Add possibility to filter by Date Completed and by token value.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  API  ·  Admin →
  6. 9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  7. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Admin →
  8. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  9. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  4 comments  ·  API  ·  Admin →
  10. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  11. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Admin →
  12. No Open API on the customer side

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  13. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  14. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  15. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  16. Have ability to upload images using Editor 2.0 API

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  17. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  18. The option to set and change expiration date via API.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
  19. API call to create a template.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  20. Create and edit via API

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  API  ·  Admin →
← Previous 1 3 4 5 6
  • Don't see your idea?