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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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112 results found

  1. Option to use API to edit a document

    6 votes

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  2. create library items via api

    6 votes

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  3. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  4. 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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  5. API to download pandadoc document in docx format.

    6 votes

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  6. 5 votes

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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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  7. 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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  8. 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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  9. webhooks history via API

    5 votes

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  10. No Open API on the customer side

    5 votes

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  11. API: List documents endpoint

    The option to show:

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

    5 votes

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  12. 4 votes

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  13. 4 votes

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  14. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  15. 4 votes

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  16. 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.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. 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.

    4 votes

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

    3 votes

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