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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. Ability to add multiple choice selections when creating via the API in EV2

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  2. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

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  3. Notify that API key needs to be reset (Salesforce)

    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

    1 vote

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  4. API Dynamic replay to email

    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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    Idea  ·  0 comments  ·  API  ·  Admin →
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