268 results found

1. 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, for both UI and API
     • Our [Created a Document Link] API currently accepts a role-name as its main target. Expand the input parameters to allow for an optional collaborator target, that is not assigned to a specific role, that would allow for the collaborator view to be embedded into our clients custom web apps (basically simulating the link that we can manually send out to collaborators now)

   • 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,… more
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   Idea  ·  Lindsey Schocke responded

   
   

2. 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.

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3. API & QES: Add QES toggle as input parameter to the SEND endpoint

   The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

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4. Create a document with a filled signature field via API: pre-sign a document/template via api
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. 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?

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. 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

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. webhooks history via API

   webhooks history via API

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. API

   No Open API on the customer side

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9. List documents endpoint

   API: List documents endpoint

   The option to show:

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

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10. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

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11. Webhook UUID in the payload

    Please add "UUID" of the webhook in the webhook payload.

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12. In the Document SEND API endpoint,add a new [reply-to] input parameter

    In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

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13. Copy template using API / Create template based on another template using API
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14. Get document recipient links via API
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15. Set the image size with an API call
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16. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

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17. 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

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18. [Portuguese/Brazil] Recipient localization for documents created via API

    subject line is not included in the translation

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    Idea  ·  Lindsey Schocke responded

    
    

19. [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".

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20. 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

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