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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.

    2 votes

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    2 comments  ·  API  ·  Admin →
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  2. 2 votes

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  3. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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  4. 2 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
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  5. 2 votes

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  6. Support Private API

    2 votes

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  7. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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  8. 2 votes

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  9. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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  10. 2 votes

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  11. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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  12. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  13. api revision number token for document changes

    2 votes

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  14. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    1 vote

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  15. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote

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  16. 1 vote

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  17. Ability to set up multiple choice within the pricing table via API.

    1 vote

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  18. Ability to adjust video links via API.

    1 vote

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  19. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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  20. This proposal advocates for the integration of a dynamic subject line modification feature within our automated email transmission system. The proposed functionality aims to enhance communication efficiency by enabling automatic adjustments to email subjects based on predefined criteria or user-defined parameters. By incorporating this capability, our system can adaptively tailor email subjects to better reflect the content or context of the message, thereby improving recipient engagement and overall communication effectiveness. This proposal outlines the rationale, implementation strategy, potential benefits, and considerations for integrating dynamic subject line modification support into our existing email transmission infrastructure.

    1 vote

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