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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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226 results found

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

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  6. 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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  7. 2 votes

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  8. 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!

  9. Ability to add tags in template via API

    2 votes

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  10. 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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  11. 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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  12. 2 votes

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  13. 2 votes

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  14. 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

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  15. 2 votes

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  16. 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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  17. Option to set autofill with signing date when creating documents via PDF

    2 votes

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  18. 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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  19. 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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  20. Option to generate in-person signing link via PandaDoc API

    2 votes

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