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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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  2. Ability to edit Pricing table footer via API.

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  3. Customer would like to post information on the fields from their custom CRM to the templates via API

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  4. Add endpoint to share templates via API

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  5. Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.

    1 vote

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  6. 1 vote

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  7. Ability to create document using multiple templates

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  8. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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  9. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

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  10. Specific response for when a document created/sent via API has not been delivered to the recipient.

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  11. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

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  12. Create multiple documents both from template and PDF via API

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  13. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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  14. 1 vote

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  15. The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    1 vote

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  16. Option to use nested fields in the body request when you create a document from PandaDoc template via API

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  17. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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  18. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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  19. Limit the list of domains from which API requests are being sent

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  20. 1 vote

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