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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. Support Private API

    2 votes

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  3. 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

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  4. 2 votes

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  5. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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  6. 2 votes

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  7. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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  8. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  9. api revision number token for document changes

    2 votes

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  10. As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.

    1 vote

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  11. Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online

    1 vote

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  12. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

    1 vote

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  13. It feels like I have process countless more webhooks just to listen for the creation of a document. This is expensive. I wish there was a way to only receive webhooks on the CREATION of documents so I don't have to process all the webhooks. It saves money.

    1 vote

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  14. ability to retrieve signers IP address from a webhook

    1 vote

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  15. Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote

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  16. Duplicate document via API :

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

    Response could be the same as the Create Document from Template

    1 vote

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  17. Be able to preview generated documents under PandaDoc API before being charged

    1 vote

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  18. When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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  19. Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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  20. We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"

    1 vote

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