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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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227 results found

  1. Currently, we can bundle documents via API but not add documents as pages.

    2 votes

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  2. The ability to reorder pages/sections of a document via API.

    2 votes

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  3. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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  4. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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  5. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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  6. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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  7. Option to generate in-person signing link via PandaDoc API

    2 votes

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  8. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  9. Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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  10. Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed

    2 votes

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  11. 2 votes

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    • Will allow the user to enable multiline text in API or Make
    2 votes

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  12. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  13. Option to create folders via API

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 2 votes

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  17. 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

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  18. 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

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  19. Ability to upload image via API instead of using the image URL.

    2 votes

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