35 results found
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[Portuguese/Brazil] Recipient localization for documents created via API
subject line is not included in the translation
4 votesHi,
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introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id
For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.
There is no way to trace out the relationships, which is critical for downstream automations.
3 votesHi,
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Ability to update a document's name via API
It would be helpful to be able to utilize API to update a document's name.
3 votesHi,
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Disabling forwarding feature via API.
The ability to disable the forwarding feature via API for all the existing documents and all to come.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check `forwarding_settings` during Send Document. https://developers.pandadoc.com/reference/send-document#/
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Password protection via API
The customer would like to use password protection when creating the document via API
3 votesHi,
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Create folders via API
Option to create folders via API
2 votesHi,
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Email body customization while creating/sending documents via API
The option to edit, customize and adjust the body of the email message when creating and sending documents via API.
2 votesHi,
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Provision Workspaces via API
Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams
2 votesHi,
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radio button set as optional field tags
Client/prospect needs to set radio buttons as optional when creating documents from file upload using field tags
Currently, the * optional modifier works for textfield, checkbox, dropdown, signature, date, and initials field tags (e.g., {textfield*____}), but not for radio buttonsRadio buttons use a different syntax ({{radio:role:optId}}) and don't support the optional modifier
This forces manual configuration after document creation, which doesn't work for automated workflows
Request to add optional modifier support to radio button field tags for consistency with other field types
1 voteHi,
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Update multiple recipients on a single document via API.
Update multiple recipients on a single document via API.
1 voteHi,
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Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API
Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.
1 voteHi,
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APIs to add/edit/del Templates.
APIs to add/edit/del Templates.
1 voteHi,
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1 vote
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API endpoint to send out documents via email
It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.1 voteHi,
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How to Send a Document via API
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1 vote
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