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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

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  2. Limit the list of domains from which API requests are being sent

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  3. 1 vote

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  4. 1 vote

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  5. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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  6. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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  10. Option to restrict access of document without deleting it using API

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  11. 1 vote

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  12. Option to retrieve the list of all members in the organization

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  13. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

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  14. To be able to upload documents in base64 via the API.

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  15. 1 vote

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  16. The ability to generate a few or more API keys for a single workspace.

    1 vote

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  17. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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  18. Use Base64 encoded string to send an image via API

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  19. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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  20. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

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