218 results found
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Auto-populate fields with Pipedrive data via API after linking to a deal.
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 -
PandaDoc API : Utilize CSV data
PandaDoc API that can utilize the CSV data gathered when a form is completed
2 votes -
2 votes
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show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
[API] Ability to populate the content with both Variables or Fields
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 votesLindsey Schocke responded
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[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
2 votes -
Ability to access other workspaces for document and template creation via the API
Ability access other workspaces for document and template creation via the API
2 votes -
Mapping in API
Mapping in API
Option to map via API
2 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votesValeryia Baranava responded
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increase document list results
The doc says the Default is 50 and Max is 100. We need more results during the document list API call
2 votes -
use the API to combine templates
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 -
2 votes
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2 votes
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Add recipient in CC via API
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 -
2 votes
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2 votes
We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Support Private API
Support Private API
2 votes -
[Bulk Action] Bulk Export Document Details Using API
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 -
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.
2 votes
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