Change reminders via API
One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need to do massive changes we simply can't.
AdminJackie Wiley
(Customer Success Manager, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news ā the feature you requested is already available. For more information, please click the link below!
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If you are looking for sending reminders via API manually, feel free to check this feature request and upvote if it suits your needs: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40138972-have-a-send-reminder-pandadoc-api-call
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Z F
commented
This is not what I have looked for.
This is only giving the option to schedule and set auto reminders. What I have been looking for is to manually send NOW a reminder via API same as with the UI where we can just click to send now a reminder. -
Kelsey Green commented
It would improve our day to day operation.
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Mike Zinni
commented
All of our day-to-day PandDoc usage is via the API from our custom code web site. We need this solution so that our employees do not have to log in to the PandaDoc portal for the sole purpose of sending reminders. Thank you!
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Paul Cedric Guevarra
commented
Option to Set auto reminder via API
Will allow user to set auto reminder via API