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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
40 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
13 votes -
signing order in API call
Set signing order in API call (for documents created from PDFs).
10 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
9 votes -
9 votes
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6 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.
6 votes -
6 votes
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API
No Open API on the customer side
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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Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votes -
5 votes
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Expiration Date via API
The option to set and change expiration date via API.
5 votes -
Create template via API
API call to create a template.
5 votes -
Create and edit via API
Create and edit via API
4 votes -
change document owner in API.
change document owner in API.
4 votes -
4 votes
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Ability to name Image Block
I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.
3 votes
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