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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. PandaDoc API: Ability to create catalog categories from api

    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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  2. 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.

    1 vote

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  3. 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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