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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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130 results found

  1. 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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  2. 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 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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    1 comment  ·  API  ·  Admin →
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  4. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    6 votes

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  5. 5 votes

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  6. From the API there is no way to download a PDF format of a Template

    5 votes

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  7. 5 votes

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  8. 5 votes

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  9. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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  10. the ability to pull data fields from contracts via API or Webhooks

    4 votes

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  11. Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.

    4 votes

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  12. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    4 votes

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    2 comments  ·  API  ·  Admin →
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  13. 4 votes

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    1 comment  ·  API  ·  Admin →
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  14. Ability to create forms via API.

    4 votes

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  15. the ability to create bundled products via API

    3 votes

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  16. Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI

    3 votes

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  17. Quote builder via API:
    – No programmatic creation of quote items with product images
    – Product catalog not reliably accessible/linkable via API
    – Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
    – Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces

    3 votes

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    1 comment  ·  API  ·  Admin →
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  18. Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?

    3 votes

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  20. Include the document link in the response body, not just the document ID.

    3 votes

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