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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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263 results found

  1. Webhook for each time a recipient views a document

    Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    5 votes

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    3 comments  ·  API  ·  Admin →
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  2. Replace unfilled variables with blanks when creating docs via API

    5 votes

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  3. 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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  4. 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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  5. 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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  6. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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  7. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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  8. Ability to allow replacing template variable with HTML snippet through API

    We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    5 votes

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  9. webhooks history via API

    webhooks history via API

    5 votes

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  10. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. List documents endpoint

    API: List documents endpoint

    The option to show:

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

    5 votes

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  12. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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  13. Webhook UUID in the payload

    Please add "UUID" of the webhook in the webhook payload.

    4 votes

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  14. In the Document SEND API endpoint,add a new [reply-to] input parameter

    In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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  15. Copy template using API / Create template based on another template using API

    4 votes

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  16. 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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  17. 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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  18. [Portuguese/Brazil] Recipient localization for documents created via API

    subject line is not included in the translation

    4 votes

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  19. [API] call that will allow customizing the recipient's view

    [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    4 votes

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  20. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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