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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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26 results found

  1. Change reminders via API

    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…

    39 votes

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    5 comments  ·  API  ·  Admin →

  2. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    23 votes

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    6 comments  ·  API  ·  Admin →

  3. Get the reason for a declined document via API

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

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  4. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  Admin →

  5. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  6. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    4 comments  ·  API  ·  Admin →

  7. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  API  ·  Admin →

  8. Invite or create users via API

    Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →

  9. 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.

    11 votes

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    0 comments  ·  API  ·  Admin →

  10. Recipient Groups for API

    The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

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    0 comments  ·  API  ·  Admin →

  11. Set recipient view language in API call

    10 votes

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    0 comments  ·  API  ·  Admin →

  12. Option to use API to edit a document

    Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →

  13. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →

  14. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  15. Option to use sms verification trough Zapier or API.

    We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    5 votes

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    0 comments  ·  API  ·  Admin →

  16. Send documents using a different email via API / Send on behalf via API / Set document sender via API

    5 votes

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    0 comments  ·  API  ·  Admin →

  17. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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    0 comments  ·  API  ·  Admin →

  18. In the Document SEND API endpoint,add a new [reply-to] input parameter

    In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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    1 comment  ·  API  ·  Admin →

  19. Ability to update a document's name via API

    It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →

  20. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →
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