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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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112 results found

  1. Option for field resizing via API

    1 vote

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  2. Notify that API key needs to be reset (Salesforce)

    Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  3. Using the PandaDoc API to get Stripe Customer ID

    Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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  4. Null should be read by the system while creating docs via API

    null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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  5. Allow sending a document though API without specifying all recipients in the Editor 2.0 (currently this is allowed in the classic editor)

    1 vote

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  6. API Dynamic replay to email

    When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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  7. Improve the quality of how the PDF looks like once the document is generated via API

    Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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  8. API Strongly typed language

    API Strongly typed language

    1 vote

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  9. Various Types of Bulk Send

    Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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  10. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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  11. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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  12. Use API to integate Pipedrive with PandaDoc

    To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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