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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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122 results found

  1. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    4 votes

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  2. API: List documents endpoint

    The option to show:

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

    4 votes

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  3. From the API there is no way to download a PDF format of a Template

    3 votes

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  4. total value added to this endpoint to reduce API calls

    3 votes

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  5. 3 votes

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  6. filter out manually completed documents from the GET documents API call?

    3 votes

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  7. Add the option to hide the columns in pricing table via API.

    3 votes

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  8. 3 votes

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  9. Ability to create forms via API.

    3 votes

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  10. ability to Locked document feature via API

    3 votes

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  11. 3 votes

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  12. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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  13. The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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  14. 3 votes

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  15. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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  16. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    3 votes

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  17. 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.

    3 votes

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  18. Send multiple documents via one API call.

    3 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  19. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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