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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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  2. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    2 votes

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  3. Support "Send via Business Email" feature via API.

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  9. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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  10. 2 votes

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  11. Ability to retrieve data from document Data fields via API

    2 votes

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  12. Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Option to get organization ID via API

    2 votes

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  14. 2 votes

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  15. Ability to add tags in template via API

    2 votes

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  16. The ability to see the name of the sections of the pricing table when requesting document details via API.

    2 votes

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  17. 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

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  18. 2 votes

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  19. 2 votes

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  20. 2 votes

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