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1. Update/Add/Delete Products via API

   We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Work with Product Catalog Items

2. Ability to set up multiple choice within the pricing table via API.

   Ability to set up multiple choice within the pricing table via API.

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Create a Document from Template