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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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252 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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    1 comment  ·  API  ·  Admin →
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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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    1 comment  ·  API  ·  Admin →
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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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    2 comments  ·  API  ·  Admin →
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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. The ability to disable the forwarding feature via API for all the existing documents and all to come.

    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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  12. 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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  13. Support "Send via Business Email" feature via API.

    2 votes

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  14. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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  15. The ability for admins to view the remaining API documents outside of the Billing tab.

    2 votes

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  16. Authentication on the API endpoint that gets called by webhook. Currently, PandaDoc webhooks use anonymous "authentication".

    2 votes

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  17. API: redirect to a custom URL in a session view.

    2 votes

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  18. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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  19. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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