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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    36 votes

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    3 comments  ·  API  ·  Admin →
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  2. API call to create a template.

    21 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  3. 19 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. 14 votes

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    4 comments  ·  API  ·  Admin →
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  5. Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
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  6. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    11 votes

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    0 comments  ·  API  ·  Admin →
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  7. Forwarding documents option for API.

    10 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  8. 8 votes

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    0 comments  ·  API  ·  Admin →
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  9. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  10. Allow setting of required/not-required or assign owner of a field on document create.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  11. Option to get one centralized API key for all workspaces

    8 votes

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    1 comment  ·  API  ·  Admin →
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  12. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    8 votes

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    1 comment  ·  API  ·  Admin →
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  13. Set up field height and width while creating documents from a PDF via API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  15. The option to pull the info to a regular table (not pricing) via API.

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. When someone "Decline" document with reason filled - how can i get this reason from API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    7 votes

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    1 comment  ·  API  ·  Admin →
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  18. 7 votes

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    0 comments  ·  API  ·  Admin →
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  19. resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    7 votes

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    0 comments  ·  API  ·  Admin →
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  20. ability to get audit trail details via api

    7 votes

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