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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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260 results found

  1. 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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  2. 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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  3. webhook event for document approved

    6 votes

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    3 comments  ·  API  ·  Admin →
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  4. Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  5. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  6. 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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  7. Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  8. 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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  9. Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  10. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 5 votes

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    0 comments  ·  API  ·  Admin →
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  15. 5 votes

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    0 comments  ·  API  ·  Admin →
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    • 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,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  16. 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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    0 comments  ·  API  ·  Admin →
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  17. 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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    0 comments  ·  API  ·  Admin →
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  18. 5 votes

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    0 comments  ·  API  ·  Admin →
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  19. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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