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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. Ability to adjust video links via API.

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  2. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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  3. Update multiple recipients on a single document via API.

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  4. Option to detect the page number of the actual signature field on it via API. User case:
    I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.

    1 vote

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  5. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

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  6. Customer would like to post information on the fields from their custom CRM to the templates via API

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  7. Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.

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  8. Ability to create document using multiple templates

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  9. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

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  10. Specific response for when a document created/sent via API has not been delivered to the recipient.

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  11. Create multiple documents both from template and PDF via API

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  12. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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

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  15. 1 vote

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  16. 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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  17. 1 vote

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

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  19. 1 vote

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

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