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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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261 results found

  1. API: GET List Members for the organization

    Option to retrieve the list of all members in the organization

    1 vote

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  2. Email validation API call

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

    1 vote

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  3. Several API keys for a single workspace

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

    1 vote

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

    Use Base64 encoded string to send an image via API

    1 vote

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  5. Use pricing table merge rules with public API

    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

    1 vote

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  6. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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  7. create a pricing table with rows from scratch using the API

    1 vote

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  8. 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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  9. Get(retrieve) document chat messages via API

    1 vote

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  10. 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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  11. 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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  12. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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  13. Add a recipient to an existing document via APi

    1 vote

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

    1 vote

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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. API Strongly typed language

    API Strongly typed language

    1 vote

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