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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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  2. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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  3. Limit the list of domains from which API requests are being sent

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  4. When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.

    1 vote

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  5. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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  9. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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  13. Option to restrict access of document without deleting it using API

    1 vote

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  14. 1 vote

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  15. Option to retrieve the list of all members in the organization

    1 vote

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  16. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

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  17. To be able to upload documents in base64 via the API.

    1 vote

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  18. 1 vote

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  19. The ability to generate a few or more API keys for a single workspace.

    1 vote

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  20. PD API will support React

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