236 results found

1. 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  ·  Delete…  ·  Admin →
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2. 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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3. Conditional fields for API

   Conditional fields for API

   Option to use conditional fields in API

   7 votes

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4. 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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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Workspace details via API

   to get the pandadoc workspace from any api

   7 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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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7. Create pricing table with images via API
   6 votes

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8. Edit sent document via API

   Option to change the document status to Draft via API

   6 votes

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9. API: generate session ID for draft document

   Option to generate session ID for draft document

   6 votes

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   Idea  ·  Lindsey Schocke responded

   
   

10. 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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    Idea  ·  Lindsey Schocke responded

    
    

11. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. create library items via api

    create library items via api

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Set design (bold, etc) via API

    design via API

    6 votes

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14. 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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15. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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16. API delete call - for a specific page only

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

    5 votes

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17. Replace unfilled variables with blanks when creating docs via API
    5 votes

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    Idea  ·  Lindsey Schocke responded

    
    

18. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete, for both UI and API
      • Our [Created a Document Link] API currently accepts a role-name as its main target. Expand the input parameters to allow for an optional collaborator target, that is not assigned to a specific role, that would allow for the collaborator view to be embedded into our clients custom web apps (basically simulating the link that we can manually send out to collaborators now)

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,… more
    5 votes

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    Idea  ·  Lindsey Schocke responded

    
    

19. Allow issuing Forms from API

    Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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20. API & QES: Add QES toggle as input parameter to the SEND endpoint

    The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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