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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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260 results found

  1. 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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  2. webhooks history via API

    webhooks history via API

    5 votes

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  3. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. List documents endpoint

    API: List documents endpoint

    The option to show:

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

    5 votes

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  5. Webhook UUID in the payload

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

    4 votes

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  6. Copy template using API / Create template based on another template using API

    4 votes

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  7. Get document recipient links via API

    4 votes

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    1 comment  ·  API  ·  Admin →
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  8. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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  9. 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

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

    subject line is not included in the translation

    4 votes

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  11. [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

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  12. 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

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  13. 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

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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.

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

    4 votes

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  16. 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.

    4 votes

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  17. 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

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  18. Webhooks: Include the Document Link in the Response

    Include the document link in the response body, not just the document ID.

    3 votes

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  19. Embedded Editor: support Card details field

    Option to support the Card details field when using Embedded Editor (API).

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. 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 votes

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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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