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Ideas to Improve PandaDoc: API

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get audit trail details via api

ability to get audit trail details via api

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AdminMike Turke (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Being Evaluated  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded  · 

Hi,

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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  • Ann Flynn commented  · 

    For our CFO, this is CRITICAL information - for audits and due diligence, we need to be able to see everything about the life of a document. Who approved, how long it took to approve, any changes made to anything.

    Also want to be able to see in the audit trail when reminders are sent.

  • Timothy Hall commented  · 

    Very important feature for the embedded use case. There is no way to understand the current status of the document outside of an arbitrary state which gives no insight into the recipient actions or attempts.

  • David Finkelstein commented  · 

    This is really a critical component for anyone that is trying to use PandaDoc for securitizing documents. Without it custody transfer cannot be easily documented.