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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. 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

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  4. 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

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  5. Ability to upload image via API instead of using the image URL.

    2 votes

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  6. 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 At that point the existing document is obsolete.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

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

    2 votes

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  8. 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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  9. Mapping in API

    Option to map via API

    2 votes

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  10. To be able to upload documents in base64 via the API.

    2 votes

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

    2 votes

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  12. 2 votes

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  13. 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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  14. 2 votes

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  15. 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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  16. 2 votes

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

    2 votes

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  18. 2 votes

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    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.

  19. 2 votes

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  20. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    2 votes

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