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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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112 results found

  1. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    20 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  2. Support for Hebrew documents via the API

    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…

    12 votes

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

    Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  4. resend sent documents via API

    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?

    10 votes

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    1 comment  ·  API  ·  Admin →
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  5. 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 PandaDo

    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.

    10 votes

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    1 comment  ·  API  ·  Admin →
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  6. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    9 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. API & Webhooks for Advanced Quotes

    8 votes

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  8. Ability to set date field validation (any, future, past) from PDF via API

    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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  9. Stripe API to Existing Products and Customers

    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...

    8 votes

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    1 comment  ·  API  ·  Admin →
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  10. Expand the properties of fields available to the API: make fields required / non-required via API

    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. General API key

    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. Bulk Send via API

    bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    8 votes

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

    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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  14. The option to pull the info to a regular table (not pricing) via API.

    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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  15. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  16. Workspace details via API

    to get the pandadoc workspace from any api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  17. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. API: generate session ID for draft document

    Option to generate session ID for draft document

    6 votes

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  19. Hide columns in pricing table via API

    Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  20. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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