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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. Set recipient view language in API call

    7 votes

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    0 comments  ·  API  ·  Admin →
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  2. get audit trail details via api

    ability to get audit trail details via api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  3. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  5. API: generate session ID for draft document

    Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  6. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    6 votes

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  7. Set design (bold, etc) via API

    design via API

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  8. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Replace unfilled variables with blanks when creating docs via API

    5 votes

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  10. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  11. Allow issuing Forms from API

    Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  12. API & QES: Add QES toggle as input parameter to the SEND endpoint

    The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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    0 comments  ·  API  ·  Admin →
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  13. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    5 votes

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  14. Ability to assign fields via APi

    Ability to assign fields via APi.

    5 votes

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    1 comment  ·  API  ·  Admin →
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  15. Option to use API to edit a document

    Option to use API to edit a document

    5 votes

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    0 comments  ·  API  ·  Admin →
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  16. Workspace details via API

    to get the pandadoc workspace from any api

    5 votes

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  17. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. API delete call - for a specific page only

    API delete call - for a specific page only instead of an entire document

    4 votes

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  19. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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  20. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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