111 results found
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3 votes
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Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
3 votes
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Ability to create forms via API.
Ability to create forms via API.
3 votes -
API - Ability to Lock documents (content) via API
ability to Locked document feature via API
3 votes -
GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes -
3 votes
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Ignore smart content block if no Content Library items are used when document is created via API.
The option to ignore smart content block if no CLIs are used when document is created via API.
3 votes -
Disabling forwarding feature via API.
The ability to disable the forwarding feature via API for all the existing documents and all to come.
3 votes -
Improve API to better integrate with Power BI
The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR
3 votes -
One API call to send several documents
Send multiple documents via one API call.
3 votes -
API: field tags
To set which from several identical field tags will be populated automatically;
To set date field tag with the date of the opening the document by the client automatically.
3 votes -
[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
2 votes -
(API) Add option to CREATE that allows for auto SEND
In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality
2 votes -
[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
upload documents in base64 via the API
To be able to upload documents in base64 via the API.
2 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes -
2 votes
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use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votes -
2 votes
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