Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Endpoint to return profile for access token.

    1 vote

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  2. support link2crm via api to attach newly created pandadoc documents to linking service.

    1 vote

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  3. 1 vote

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  4. Ability to change document title automatically or via API

    1 vote

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  5. The option to pull the info to a regular table (not pricing) via API.

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  6. Improve the Recipient view Call to action at bottom of signing experience. Black bar should not hard parts of the document.

    1 vote

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  7. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  8. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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  9. 1 vote

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  10. When someone "Decline" document with reason filled - how can i get this reason from API

    1 vote

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  11. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    1 vote

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  12. 1 vote

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  13. Search Document list API endpoint using sequence number of document.

    1 vote

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  14. descriptive error messages in API when pricing table fails to populate due to incorrect json. ideally something like "Cannot find pricing table with that name"

    use case: incorrect Pricing table name in the json so the service did not know where to put the data

    1 vote

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  15. 1 vote

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  16. Integration with Freshsales Form.

    1 vote

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  17. Ability to retrieve Signers IP address through API for personal record keeping

    1 vote

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  18. Send multiple documents via one API call.

    1 vote

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  19. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    1 vote

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  20. The option for API returns number of page where validation failed and detailed explanation (field tags call).

    1 vote

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