228 results found
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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 -
Document deletion via API: keep the document in trash folder
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 -
2 votes
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Contract repository: ability to retrieve data from Data fields via API
Ability to retrieve data from document Data fields via API
2 votes -
Webhook for each time a recipient views a document
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 -
[API] Get Org ID
Option to get organization ID via API
2 votes -
2 votes
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API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Show section name in the document details request
The ability to see the name of the sections of the pricing table when requesting document details via API.
2 votes -
API: option to pull hyperlink via variable and set a text to display
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 -
2 votes
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Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
2 votes -
Re/Name Template via API
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 -
2 votes
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Export data from a fields to a predefine PDF with data from their own app
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 -
2 votes
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Generate session link for several recipients at the same time
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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