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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
33 votes -
Create trigger to move completed docs to specific folder
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
10 votes -
9 votes
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signing order in API call
Set signing order in API call (for documents created from PDFs).
7 votes -
6 votes
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View API Logs
view API logs to see detailed errors and API history
6 votes -
6 votes
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API
No Open API on the customer side
5 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
5 votes -
Set design (bold, etc) via API
design via API
5 votes -
5 votes
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5 votes
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Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
5 votes -
Pass Recurring fees from Hubspot to PandaDoc
Recurring fees pull from Hubspot.
5 votes -
5 votes
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Expiration Date via API
The option to set and change expiration date via API.
5 votes -
API - Dynamic Documents
Ability to create / combine multiple documents or content items into a single larger document.
5 votes -
API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votes -
Create and edit via API
Create and edit via API
4 votes -
Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
4 votes
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