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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.

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

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  3. 1 vote

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  4. 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.

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  5. 1 vote

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

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  7. 1 vote

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

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

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

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  11. Use Base64 encoded string to send an image via API

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  12. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. API call for link2CRM for MS Dynamics

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  17. 1 vote

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  18. 1 vote

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  19. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

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  20. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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