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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

  1. Use API to add content library content to documents through the Pipedrive or Zapier integrations

    I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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  2. Get(retrieve) document chat messages via API

    1 vote

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  3. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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  4. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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  5. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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  6. Add a recipient to an existing document via APi

    1 vote

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

    1 vote

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

    1 vote

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  9. 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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  10. Null should be read by the system while creating docs via API

    null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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  11. Allow sending a document though API without specifying all recipients in the Editor 2.0 (currently this is allowed in the classic editor)

    1 vote

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  12. 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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  13. API Strongly typed language

    API Strongly typed language

    1 vote

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  14. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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