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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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268 results found

  1. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →
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  2. in pandadoc api, roles show as blank in document details when the template has role(s).

    in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  3. Create pricing table with images via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  4. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    7 votes

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    1 comment  ·  API  ·  Admin →
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  5. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  6. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. Webhook: Event for Approved Document

    webhook event for document approved

    6 votes

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    3 comments  ·  API  ·  Admin →
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  8. API: OpenSolar API

    Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  9. Ability to create products with images in a quote builder block via API

    6 votes

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    0 comments  ·  API  ·  Admin →
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  10. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  11. API delete call - for a specific page only

    API delete call - for a specific page only instead of an entire document

    6 votes

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    1 comment  ·  API  ·  Admin →
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  12. API: generate session ID for draft document

    Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  13. Hide columns in pricing table via API

    Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  14. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  15. Set design (bold, etc) via API

    design via API

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  16. Create and Send document in one API call

    Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. Format messages (new paragraphs, etc.) for documents sent via API

    While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  19. Webhook for each time a recipient views a document

    Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    5 votes

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    3 comments  ·  API  ·  Admin →
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  20. Replace unfilled variables with blanks when creating docs via API

    5 votes

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    0 comments  ·  API  ·  Admin →
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