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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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228 results found

  1. The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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  2. 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

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  3. Send multiple documents via one API call.

    3 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  4. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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  5. 2 votes

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  6. Ability to retrieve data from document Data fields via API

    2 votes

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  7. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    2 votes

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  8. Option to get organization ID via API

    2 votes

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  9. 2 votes

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  10. Ability to add tags in template via API

    2 votes

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  11. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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  12. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes

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  13. 2 votes

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  14. to be able to upload an image or photo in the collect files fields using API

    2 votes

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  15. 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

    2 votes

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  16. 2 votes

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  17. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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  18. 2 votes

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  19. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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