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  1. Get the reason for a declined document via API

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » 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]

    NOREPLY Document supported this idea  · 

  2. Customization for Decline Reasons

    97 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    NOREPLY Document commented  · 

    This is insult to injury because the spelling on one of the current decline reasons is the wrong tense.

    The requirements for declining a documents differ per industry, it would be really great to change this per workspace and via the API.

    NOREPLY Document supported this idea  · 

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

    23 votes

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    6 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    NOREPLY Document supported this idea  · 

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

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    NOREPLY Document supported this idea  · 

  5. Change the default reply-to email address

    30 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    NOREPLY Document supported this idea  ·