282 results found
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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 -
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 -
webhooks history via API
webhooks history via API
5 votes -
API
No Open API on the customer side
5 votes -
Create editable documents from a PDF via API
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 -
List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents5 votes -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
4 votes -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
4 votes -
Re/Name Template via API
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 -
Add an API to retrieve Product Catalog Categories
Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.
4 votes -
4 votes
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API - add "Required" value for fillable fields in getting template details
"Required" value for fillable fields in getting template details
4 votes -
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
[Portuguese/Brazil] Recipient localization for documents created via API
subject line is not included in the translation
4 votes -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".4 votes -
to be able to to reply via email to the person who initiated the chat for documents sent via API
to be able to to reply via email to the person who initiated the chat for documents sent via API
4 votes -
Filter API logs by custom date
It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard
4 votes -
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
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 -
Custom columns are not hidden by default
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 -
Create Editable Template from Uploaded file via API
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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