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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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268 results found

  1. Via API: search for a specific contact by the email address of the contact.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  2. 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

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    0 comments  ·  API  ·  Admin →
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  3. documents created via API to be visible in Panda doc custom lightning page.

    2 votes

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  4. 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

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    1 comment  ·  API  ·  Admin →
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  5. Receive webhooks only for API created documents

    2 votes

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    1 comment  ·  API  ·  Admin →
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  6. Javascript sdk hide fields in the viewer

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

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. To get all documents with recipients in one query via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminSergei Soroka (Admin, PandaDoc) responded

    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.

  8. API whitelist

    2 votes

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    1 comment  ·  API  ·  Admin →
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  9. Using the PandaDoc API to get Stripe Customer ID

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

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Improve the API capabilities for Forms (need full feature parity with embed js in ev1)

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. [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

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  13. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. 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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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. API get signature details

    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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    Idea  ·  1 comment  ·  API  ·  Admin →
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  16. Pagination ordering via API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Protected PDF's from API download

    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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    Idea  ·  2 comments  ·  API  ·  Admin →
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  18. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. api revision number as token

    api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. API: Embedded Signing for Recipient Groups

    The feature to support recipient groups with embedded signing.

    1 vote

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