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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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218 results found

  1. 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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  2. 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.

    7 votes

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    0 comments  ·  API  ·  Admin →
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  3. 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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    0 comments  ·  API  ·  Admin →
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  4. API: OpenSolar API

    Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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    1 comment  ·  API  ·  Admin →
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  11. List documents endpoint

    API: List documents endpoint

    The option to show:

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

    6 votes

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    0 comments  ·  API  ·  Admin →
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  12. Set the image size with an API call

    5 votes

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    0 comments  ·  API  ·  Admin →
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  13. Add new public API to download a PDF version of a Template

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

    5 votes

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  14. Replace unfilled variables with blanks when creating docs via API

    5 votes

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  15. 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,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  16. 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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    0 comments  ·  API  ·  Admin →
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  17. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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  18. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    5 votes

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  19. Automatically link Salesforce Opportunity ID back to the PandaDoc

    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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  20. Ability to allow replacing template variable with HTML snippet through API

    We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    5 votes

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