Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. MFile integration - upload PDF file into MFile

    1 vote

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  3. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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  4. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    1 vote

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  5. Set up the font size and font type for the fields when crating documents via Create Document form PDF API call

    1 vote

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  6. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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  7. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    1 vote

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  8. Set up field height and width while creating documents from a PDF via API

    1 vote

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  9. Have a possibility to display document in the status draft via API.

    1 vote

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  10. Add possibility to filter by Date Completed and by token value.

    1 vote

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  11. hide/unhide text blocks by condition while creating documents via API, as of the moment the user is using 15 templates for document creation, but they would like somehow to use only one and hide/unhide some text blocks when needed.

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  12. Pass variables and field data as URL parmaters on the form URL.

    1 vote

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  13. Looking for a API where I can make a GET request by passing parameters as Email or phone along with Authorization token.

    Expected: Response list of document urls which are send to specific email or phone as text message.

    Eagerly looking for it. Now I see we get by pass documentID but its not useful in our case.

    Thanks
    prashanth

    1 vote

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  14. 1 vote

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  15. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    1 vote

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  16. API Strongly typed language

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  17. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    1 vote

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  18. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    1 vote

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  19. Ability to expire or void a document.

    1 vote

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  20. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    1 vote

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