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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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227 results found

  1. Ability access other workspaces for document and template creation via the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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  3. 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)

    2 votes

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  4. Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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  5. Mapping in API

    Option to map via API

    2 votes

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  6. Ability to write and read a message in the chat box on a document through the api

    2 votes

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    1 comment  ·  API  ·  Admin →
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  7. 2 votes

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  8. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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  9. 2 votes

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  10. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  11. 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.

    2 votes

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    2 comments  ·  API  ·  Admin →
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  12. 2 votes

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  13. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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  14. 2 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
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  15. 2 votes

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    1 comment  ·  API  ·  Admin →
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  16. 2 votes

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  17. Support Private API

    2 votes

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  18. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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  19. 2 votes

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  20. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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