210 results found

1. API: Add pages to a document

   Currently, we can bundle documents via API but not add documents as pages.

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2. API: Reorder sections

   The ability to reorder pages/sections of a document via API.

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3. API: Update Saved Contacts Email Address

   Currently, endpoint
   https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

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4. allow completed document notifications when API silent parameter is enabled

   Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
   to the recipients even if the notifications are suppressed

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5. Can view and Edit documents only created by the creator API

   Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

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6. Active Campaign: pre-fill a document with information via Zapier

   I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

   You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

   Do you think this is something that will come in future?
   Is there an existing Product Update request I can upvote?

   Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information and renaming the document tile so it is unique, which your current AC integration does not do.

   I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

   You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

   Do you think this is something that will come in future?
   Is there an existing Product Update request I can upvote?

   Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information… more

   2 votes

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7. in-person signing via API

   in-person signing via API

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8. Sent At and Last Seen date for all recipients within Webhook Response or the Document Details API

   "To include the Sent At and Last Seen date for all recipients within either the Webhook Response or the Document Details Api"

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9. Change the field type via Update document api request
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10. Auto-populate fields with Pipedrive data via API after linking to a deal.

    Auto-populate fields with Pipedrive data via API after linking to a deal.

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11. Add hyperlink to the text via API/insert clickable URLs
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12. Check the delivery error by email via API/Webhooks

    check the delivery error by email via API/Webhooks

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13. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    2 votes

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14. PandaDoc API : Utilize CSV data

    PandaDoc API that can utilize the CSV data gathered when a form is completed

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15. Create folders via API

    Option to create folders via API

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16. Move documents through API

    Move folders through API. Ability to download the folder and/or archive into subfolders.

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17. Set the image size with an API call
    2 votes

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18. API - Create Document from Excel (.xls and .xlsx)
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19. show attachment via API when the document is completed manually

    show attachment via API when the document is completed manually

    https://pandadoc.zendesk.com/agent/tickets/539347

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20. (API) Add option to CREATE that allows for auto SEND

    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

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    Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded