282 results found
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Export data from a fields to a predefine PDF with data from their own app
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 -
2 votes
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Generate session link for several recipients at the same time
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 -
API: option to setup autofill with signing date when creating documents via PDF
Option to set autofill with signing date when creating documents via PDF
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documentsendpoint with themembership_idparameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.2 votes -
API: Reorder document pages
The ability to reorder pages/sections of a document via API.
2 votes -
API: Update Saved Contacts Email Address
Currently, endpoint
https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.2 votes -
Allow completed document notifications when API silent parameter is enabled
Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
to the recipients even if the notifications are suppressed2 votes -
Can view and Edit documents only created by the creator API
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 -
Active Campaign: pre-fill a document with information via Zapier
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 -
Generating In-Person Signing Link via PandaDoc API
Option to generate in-person signing link via PandaDoc API
2 votes -
Change the field type via Update document api request
Change the field type, i.e. changing the signature field to a text field
2 votes -
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 -
2 votes
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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 votes -
(API) Add option to CREATE that allows for auto SEND
In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality
2 votes -
[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
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