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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. 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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  2. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  3. api revision number token for document changes

    2 votes

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  4. HubSpot requires Record ID's to be ingested as NUMBER type data.

    PandaDoc currently sends custom Webhooks with a "linked_objects" header in the JSON payload, but this is a STRING.

    When building a Custom Event or Webhook Receiver in a HubSpot Workflow, the build attempt will always fail because it cannot parse the STRING or coerce it to NUMBER, and results in a failure to finalize the webhook.

    1 vote

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  5. Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI

    1 vote

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  6. The ability to "escape" the interpretation of square brackets ([]) as Variables via the API.

    1 vote

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  7. Increase the date range, as we can only check up to 14 days in the Monitoring tab. A year range would be ideal, as account cycles are Annual.

    1 vote

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  8. Ability to add a logo to a custom app from the Dev Center.

    1 vote

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  9. Option to see the number of API usage I have in a month and in a year. Break it down by workspace and document.

    1 vote

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  10. "Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "

    1 vote

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  11. An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days

    1 vote

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  12. I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.

    1 vote

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  13. Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.

    1 vote

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  14. Issue:
    Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

    Impact:
    This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

    Proposed Idea/Solution:
    Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

    Automatically appending a unique…

    1 vote

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  15. 1 vote

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  16. Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

    1 vote

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  17. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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  18. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  19. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  20. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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