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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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261 results found

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

    2 votes

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  2. 2 votes

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  3. Support Private API

    2 votes

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  4. 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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  5. 2 votes

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  6. 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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  7. 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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  8. 2 votes

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  9. 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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  10. Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  11. api revision number token for document changes

    2 votes

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  12. I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.

    1 vote

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  13. When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.

    1 vote

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  14. Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.

    1 vote

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  15. We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.

    1 vote

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  16. Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.

    1 vote

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  17. Issue:
    Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

    Impact:
    This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

    Proposed Idea/Solution:
    Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

    Automatically appending a unique…

    1 vote

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  18. 1 vote

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  19. Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

    1 vote

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  20. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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