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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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261 results found

  1. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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  2. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    3 votes

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  3. Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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  4. 3 votes

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  5. Ability to create forms via API.

    3 votes

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  6. ability to Locked document feature via API

    3 votes

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  7. 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

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  8. 3 votes

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  9. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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  10. 3 votes

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  11. 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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    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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  12. Sehr geehrtes PandaDoc-Team,
    wir nutzen PandaDoc zur automatisierten Angebotserstellung (Trigger aus Pipedrive/n8n, REST-API). Seit Wochen bestehen gravierende Funktionsdefizite, die unsere Angebotsqualität und Conversion direkt schädigen:
    Quote-Builder nicht per API nutzbar
    – Keine programmgesteuerte Erstellung von Angebotspositionen mit Produktbildern
    – Produktkatalog nicht sauber per API abrufbar/zu verknüpfen
    – Folge: Angebote ohne positionsgenaue Bilder, teils graue Platzhalter („grey image placeholder“)
    Fehlende vollständige DE-Lokalisierung
    – Feste Spaltenbezeichner wie „Quantity“/„Price“ in Angeboten und Systemoberflächen
    – Nicht überall über Templates übersetzbar → Vertrauensverlust bei B2B- und Privatkunden
    Instabiles Bild-Rendering via API
    – Bildfelder in Vorlagen werden via API nicht zuverlässig gefüllt; Layout bricht oder zeigt…

    2 votes

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  13. when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI

    2 votes

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  14. Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number

    2 votes

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  15. The feature to support recipient groups with embedded signing.

    2 votes

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  16. Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).

    2 votes

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  17. We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.

    2 votes

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  18. Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.

    2 votes

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  19. Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
    Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
    Do you have any suggestions?

    2 votes

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