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Ideas to Improve PandaDoc: API (239 ideas) – Have an idea? Share it!
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Share it!"> <img class="uvMastheadLogo" src="https://s3.amazonaws.com/uploads.uservoice.com/logo/design_setting/842185/original/pd-logo_black_pd_white.png?1709726566" alt="PandaDoc"> </a> </div> <div class="uvModule uvModule-session uvAuthModule" aria-live="polite" aria-relevant="additions removals"> <section class="uvModuleSection uvModuleSection-userbox uvModuleSection-signin"> <p class="uvStyle-signin"> New and returning users may <a href="/signin">sign in</a> <wp-icon icon="user" class="color-link align-text-bottom"></wp-icon> </p> <uv-auth id="uv-signin-7003" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" social-first data-type="StandaloneSignin" data-options="{"subclass":"StandaloneSignin","show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-7003"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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Please update your privacy settings to enable cross-site tracking or try using a different browser.","permissions_error":"You do not have the necessary permissions to access this content.","not_signed_in_error":"Sign in required to continue","success_heading":"Hooray!","success_message":"You're in, getting your page ready.","create_password_placeholder":"Create Password","verify_email_label":"Verify Email","set_password_label":"Set Password","verify_email_reset_pw_helper_text":"We need to verify your email first before resetting your password","verify_email_create_account_helper_text":"We need to verify your email first before creating your account","set_password_title":"Set a new password","first_things_first_title":"First things first!","confirm_password_placeholder":"Confirm Password","confirm_password_label":"Confirm Password","create_account_label":"Create Account","create_account_title":"Let's create your account!","password_invalid_error":"Please enter a valid password.","password_match_error":"Passwords must match.","change_password_label":"Change Password","go_to_login_label":"Go to login","go_to_settings_label":"Go to settings","current_password_placeholder":"Current Password","password_character_minimum":"Password needs at least 8 characters","password_upper_lower_case_required":"It must have at least one lower and one upper case character","password_symbol_required":"It needs at least one symbol ($, !, @, _, *, etc)","password_number_required":"Password must include one number or more","reset_password_label":"Reset Password","new_password_label":"New Password","password_in_email_error":"Your password cannot appear in your email address.","email_in_password_error":"Your email address cannot appear in your password.","username_in_password_error":"Your email username cannot appear in your password.","need_account_prompt":"New here?","need_account_cta":"Create an account","forgot_password":"Forgot Password?","or":"or"}}; </script> <div class="uvSignin-uv-auth"> <div class="uvField uvField-logged_in uvField-first"> <span> Signed in as <span class="logged_in_as"></span> (<a href="/logout">Sign out</a>) </span> </div> </div> <div class="uvFormFlash uvFormFlash-error" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvFormFlash uvFormFlash-info" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> </section> </div> </div> </header> <div class="uvRow"> <header class="uvPageHeader"> <div class="uvBreadcrumbs"> </div> <h1 class="uvPageTitle "> Ideas to Improve PandaDoc</h1> <div class="uvForumMessage typeset"> <div>💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:<br></div><ul><li><b>What specific actions or behaviors do you expect from this feature?</b><b></b><br></li><li><b>What is the issue that this functionality would address for you? Why would you require i</b><b>t?</b><br></li></ul><div><br></div> </div> </header> </div> <div class="uvContainer uvBody"> <div class="uvForumsBackground uvSoftGrayBackground"></div> <div class="uvRow "> <div class="uvCol-4 uvSidebar uvForumSidebar "> <div class="uvModule uvModule-feedback"> <header class="uvModuleHeader" style="display: none;"> <h1 class="uvCustomPrimary-color"><span class="uvModuleTriggerTwirl"></span> Feedback</h1> </header> <section class="uvModuleSection uvModuleSection-categories"> <h2 class="uvModuleSectionHeader uvCustomPrimary-color"> Ideas to Improve PandaDoc </h2> <h3 class="sr-only">Categories</h3> <ul class="uvList uvList-categories" aria-label="Categories"> <li class="uvListItem uvListItem-categoriesTitle" aria-hidden="true" focusable="false">CATEGORIES</li> <li class="uvListItem " > <a href="/forums/926629-ideas-to-improve-pandadoc">All ideas</a> </li> <li class="uvListItem uvForumFilter-user"> <a href="/forums/926629-ideas-to-improve-pandadoc/filters/my_feedback">My feedback</a> </li> <li class="uvListItem uvListItem-category uvListItem-selected" aria-current="page"> <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=493469" title="View all ideas in category API">API</a> <span class="uvListItemFooter uvStyle-count">239 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=476753" title="View all ideas in category Approvals">Approvals</a> <span class="uvListItemFooter uvStyle-count">150 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=464782" title="View all ideas in category Automations">Automations</a> <span class="uvListItemFooter uvStyle-count">197 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=463243" title="View all ideas in category CPQ - Quote Builder & Pricing table">CPQ - Quote Builder & Pricing table</a> <span class="uvListItemFooter uvStyle-count">611 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=380554" title="View all ideas in category Content Editing & Design">Content Editing & Design</a> <span class="uvListItemFooter uvStyle-count">767 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=380563" title="View all ideas in category Documents & Data Management">Documents & Data Management</a> <span class="uvListItemFooter uvStyle-count">783 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=493466" title="View all ideas in category Esign & Notary ">Esign & Notary </a> <span class="uvListItemFooter uvStyle-count">45 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=403254" title="View all ideas in category Fillable Fields & Variables">Fillable Fields & Variables</a> <span class="uvListItemFooter uvStyle-count">550 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=430270" title="View all ideas in category Forms">Forms</a> <span class="uvListItemFooter uvStyle-count">189 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=385234" title="View all ideas in category Integrations">Integrations</a> <span class="uvListItemFooter uvStyle-count">993 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=505196" title="View all ideas in category Integrations - HubSpot">Integrations - HubSpot</a> <span class="uvListItemFooter uvStyle-count">233 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=387094" title="View all ideas in category Localization">Localization</a> <span class="uvListItemFooter uvStyle-count">56 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=382975" title="View all ideas in category Mobile">Mobile</a> <span class="uvListItemFooter uvStyle-count">76 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=430276" title="View all ideas in category Other">Other</a> <span class="uvListItemFooter uvStyle-count">496 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=493472" title="View all ideas in category Payments">Payments</a> <span class="uvListItemFooter uvStyle-count">234 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=380560" title="View all ideas in category Recipient Experience ">Recipient Experience </a> <span class="uvListItemFooter uvStyle-count">238 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=507545" title="View all ideas in category Rooms">Rooms</a> <span class="uvListItemFooter uvStyle-count">52 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=430267" title="View all ideas in category Security & Compliance">Security & Compliance</a> <span class="uvListItemFooter uvStyle-count">73 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=380551" title="View all ideas in category Settings, Workspaces & User Roles">Settings, Workspaces & User Roles</a> <span class="uvListItemFooter uvStyle-count">342 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=430264" title="View all ideas in category Sharing & Collaboration">Sharing & Collaboration</a> <span class="uvListItemFooter uvStyle-count">280 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=380941" title="View all ideas in category Templates & Libraries">Templates & Libraries</a> <span class="uvListItemFooter uvStyle-count">212 ideas</span> </li> <li class="uvListItem uvListItem-category " > <a href="/forums/926629-ideas-to-improve-pandadoc?category_id=430273" title="View all ideas in category Usability Improvements">Usability Improvements</a> <span class="uvListItemFooter uvStyle-count">169 ideas</span> </li> </ul> </section> </div> <div class="uvModule uvModule-mainSidebar"> <header class="uvModuleHeader hide"> <!-- Header should be present for screenreaders, but hidden, we need 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href="/forums/926629-ideas-to-improve-pandadoc/filters/my_feedback"> My feedback </a> </li> </ul> </div> <p class="sr-only" role="status"> 239 results found </p> <ol class="uvList uvList-ideas" aria-label="Existing idea results"> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/40394203-expiration-date-via-api"> Expiration Date via API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>The option to set and change expiration date via API.</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="40394203"> <strong>43</strong> <span> votes</span> </div> <div uvSuggestionId="40394203" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" 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There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.</p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/44977996-change-reminders-via-api"> Change reminders via API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="full-text" style="display: none;"><div class="typeset"><p>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 to do massive changes we simply can't.</p> </div></div><div class="truncated-text"><div class="typeset"><p>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… <button class="uvStyle-more-inline uvStyle-link uvCustomLink-color more" title="More information about Change reminders via API" data-truncator="true">more</button></p></div></div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="44977996"> <strong>38</strong> <span> votes</span> </div> <div uvSuggestionId="44977996" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="44977996" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-44977996" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-1364" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-1364"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.</p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/41013658-get-the-reason-for-a-declined-document-via-api"> Get the reason for a declined document via API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>When someone "Decline" document with reason filled - how can i get this reason from API</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="41013658"> <strong>21</strong> <span> votes</span> </div> <div uvSuggestionId="41013658" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="41013658" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-41013658" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-8884" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-8884"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.</p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/44865325-get-audit-trail-details-via-api-recipient-status"> Get audit trail details via api (Recipient Status via API) </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>ability to get audit trail details via api including recipient status</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="44865325"> <strong>20</strong> <span> votes</span> </div> <div uvSuggestionId="44865325" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="44865325" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-44865325" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-2973" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-2973"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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Please update your privacy settings to enable cross-site tracking or try using a different browser.","permissions_error":"You do not have the necessary permissions to access this content.","not_signed_in_error":"Sign in required to continue","success_heading":"Hooray!","success_message":"You're in, getting your page ready.","create_password_placeholder":"Create Password","verify_email_label":"Verify Email","set_password_label":"Set Password","verify_email_reset_pw_helper_text":"We need to verify your email first before resetting your password","verify_email_create_account_helper_text":"We need to verify your email first before creating your account","set_password_title":"Set a new password","first_things_first_title":"First things first!","confirm_password_placeholder":"Confirm Password","confirm_password_label":"Confirm Password","create_account_label":"Create Account","create_account_title":"Let's create your account!","password_invalid_error":"Please enter a valid password.","password_match_error":"Passwords must match.","change_password_label":"Change Password","go_to_login_label":"Go to login","go_to_settings_label":"Go to settings","current_password_placeholder":"Current Password","password_character_minimum":"Password needs at least 8 characters","password_upper_lower_case_required":"It must have at least one lower and one upper case character","password_symbol_required":"It needs at least one symbol ($, !, @, _, *, etc)","password_number_required":"Password must include one number or more","reset_password_label":"Reset Password","new_password_label":"New Password","password_in_email_error":"Your password cannot appear in your email address.","email_in_password_error":"Your email address cannot appear in your password.","username_in_password_error":"Your email username cannot appear in your password.","need_account_prompt":"New here?","need_account_cta":"Create an account","forgot_password":"Forgot Password?","or":"or"}}; </script> <div class="uvSignin-uv-auth"> <div class="uvField uvField-logged_in uvField-first"> <span> Signed in as <span class="logged_in_as"></span> (<a href="/logout">Sign out</a>) </span> </div> </div> <div class="uvFormFlash uvFormFlash-error" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvFormFlash uvFormFlash-info" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvIdeaVoteButtons"> <div class="submit_region auth-only"> <button class="uvIdeaVoteButton uvFieldEtc-submit-button uvStyle-button" type="submit" value="subscribe" name="subscribe">Vote</button> <p style="margin-bottom: 0.5em">We’ll send you updates on this idea</p> </div> </div> </div> </fieldset> </div> </form> </div> </div> <div class="uvIdeaMeta"> <a title="Comments for Get audit trail details via api (Recipient Status via API)" href="/forums/926629-ideas-to-improve-pandadoc/suggestions/44865325-get-audit-trail-details-via-api-recipient-status#comments">4 comments</a> <span class="uvStyle-separator"> · </span> <a title="Ideas similar to Get audit trail details via api (Recipient Status via API)" href="/forums/926629-ideas-to-improve-pandadoc/category/493469-api">API</a><span class='uvUserWithId-inline-959973544' style='display:none'> <span class="uvStyle-separator"> · </span> <a class="uvSuggestion-dissociate" rel="nofollow" title="Delete idea Get audit trail details via api (Recipient Status via API)" data-supporters-count="20" data-redirect-to="/forums/926629-ideas-to-improve-pandadoc" data-url="/api/v1/forums/926629-ideas-to-improve-pandadoc/suggestions/44865325-get-audit-trail-details-via-api-recipient-status/dissociate" href="#">Delete…</a></span><span class='uvAdminOnly uvAdminOnly-inline'> <span class="uvStyle-separator"> · </span> <a class="uvAdminOnly uvAdminOnly-inline" data-iframe-target="_blank" title="Admin page for Get audit trail details via api (Recipient Status via API)" href="/admin/v3/ideas/44865325/">Admin →</a></span> </div> <div class="uvScorer uvScorer-logged_out"> <form novalidate class="uvIdeaScoreForm importScoreBorderBottom" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="44865325" data-importance_score="" data-importance_score_id=""> <fieldset class="impScoreButtonContainer" aria-labelledby="importance_score_44865325"> <legend id="importance_score_44865325">How important is this to you?</legend> <div class="impScoreButtonGroup" data-name="importance-score-button-group-44865325"> <button class="impScoreButton" type="submit" id="importance-1-44865325" tabindex="0" name="importance_score_value" value="1"> Nice to have <span class="tooltiptext">You must login first!</span> </button> <button class="impScoreButton" type="submit" id="importance-2-44865325" tabindex="0" name="importance_score_value" value="2"> Important <span class="tooltiptext">You must login first!</span> </button> <button class="impScoreButton" type="submit" id="importance-3-44865325" tabindex="0" name="importance_score_value" value="3"> Critical <span class="tooltiptext">You must login first!</span> </button> <input data-name="importance-score-44865325" type="hidden" name="importance_score" value=""></input> <input data-name="importance-score-id-44865325" type="hidden" name="importance_score_id" value=""></input> <input type="hidden" name="channel" value="portal"></input> </div> </fieldset> <div class="scoreNotificationContainer"> <h6 aria-live="polite" role="status" hidden class="scoreNotification-site3"></h6> </div> <div class="uvIdeaScoreFormToggle"> <fieldset class="uvIdeaScoreFormFieldset"> <div class="uvScorerSigninArea"> <uv-auth id="uv-signin-1067" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-1067"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!</p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/44751937-support-for-hebrew-documents-via-the-api"> Support for Hebrew documents via the API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="full-text" style="display: none;"><div class="typeset"><p>PandaDoc cannot be used with documents that contain Hebrew via the API.</p> <p>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.</p> <p>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 {<br> Additionally, sometime PandaDoc adds an extra space before/after the field name.</p> <p>This can be solved in various ways. One simple way is to allow to use the pipe symbol instead of the curly braces, which would be the same symbol on both sides, and allow an extra space. Eg. |field-name |</p> </div></div><div class="truncated-text"><div class="typeset"><p>PandaDoc cannot be used with documents that contain Hebrew via the API.</p> <p>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.</p> <p>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 {<br> Additionally, sometime PandaDoc adds an extra space before/after the field name.</p> <p>This can be solved in various ways. One simple way is to allow to use the pipe symbol instead… <button class="uvStyle-more-inline uvStyle-link uvCustomLink-color more" title="More information about Support for Hebrew documents via the API" data-truncator="true">more</button></p></div></div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="44751937"> <strong>12</strong> <span> votes</span> </div> <div uvSuggestionId="44751937" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="44751937" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-44751937" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-51" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-51"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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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</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="42685595"> <strong>11</strong> <span> votes</span> </div> <div uvSuggestionId="42685595" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="42685595" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-42685595" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-4360" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-4360"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge untapped market which would help us gain a lot more business as it sounds like DocuSign is the only competitor that integrates with one (eOriginal).</p> </div></div><div class="truncated-text"><div class="typeset"><p>Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. 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</script> <div class="uvSignin-uv-auth"> <div class="uvField uvField-logged_in uvField-first"> <span> Signed in as <span class="logged_in_as"></span> (<a href="/logout">Sign out</a>) </span> </div> </div> <div class="uvFormFlash uvFormFlash-error" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvFormFlash uvFormFlash-info" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> </div> </fieldset> </div> </form> </div> <article class="uvUserAction uvUserAction-admin-response"> <div class="uvUserActionHeader"> <a class="uvStyle-status-link" href="/forums/926629-ideas-to-improve-pandadoc/status/5354056"><em class="uvStyle-status uvStyle-status-idea" title="This idea is Idea - updated over 2 years ago">Idea</em></a> <span class="uvStyle-separator"> · </span> <span class="vcard"><a class="url" href="/users/1155889465-valeryia-baranava"><span class="uvUserBadge"><img class="uvUserBadgePhoto photo" height="40" width="40" alt="" src="https://secure.gravatar.com/avatar/d41d8cd98f00b204e9800998ecf8427e?size=40&default=https%3A%2F%2Flh3.googleusercontent.com%2Fa%2FACg8ocKqKdomL8bUJ3olETiKZnvFhoBBQSTKL5CgdfuWPFh1Fuw6ks4e%3Ds96-c" /><span class="uvUserBadgeLabel">Admin</span></span><span class="fn uvCustomLink-color">Valeryia Baranava</span> <span class="uvUserTitle">(<span class="title">Admin, PandaDoc</span>)</span></a></span> responded </div> <div class="uvUserActionBody"> <div class="typeset"><p><br></p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/43346286-option-to-set-up-field-size-and-width-when-creatin"> Option to set up field size and width when creating documents from a PDF via API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>Set up field height and width while creating documents from a PDF via API</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="43346286"> <strong>9</strong> <span> votes</span> </div> <div uvSuggestionId="43346286" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="43346286" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-43346286" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-9006" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-9006"); 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Application admins want to retry all webhooks that failed during the downtime window programmatically.</p> <p>Manual retrying is time-consuming and prone to errors. 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</script> <div class="uvSignin-uv-auth"> <div class="uvField uvField-logged_in uvField-first"> <span> Signed in as <span class="logged_in_as"></span> (<a href="/logout">Sign out</a>) </span> </div> </div> <div class="uvFormFlash uvFormFlash-error" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvFormFlash uvFormFlash-info" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvIdeaVoteButtons"> <div class="submit_region auth-only"> <button class="uvIdeaVoteButton uvFieldEtc-submit-button uvStyle-button" type="submit" value="subscribe" name="subscribe">Vote</button> <p style="margin-bottom: 0.5em">We’ll send you updates on this idea</p> </div> </div> </div> </fieldset> </div> </form> </div> </div> <div class="uvIdeaMeta"> <a title="Comments for API & Webhooks for Advanced Quotes" href="/forums/926629-ideas-to-improve-pandadoc/suggestions/46342423-api-webhooks-for-advanced-quotes#comments">0 comments</a> <span class="uvStyle-separator"> · </span> <a title="Ideas similar to API & Webhooks for Advanced Quotes" href="/forums/926629-ideas-to-improve-pandadoc/category/493469-api">API</a><span class='uvUserWithId-inline-6272737795' style='display:none'> <span class="uvStyle-separator"> · </span> <a class="uvSuggestion-dissociate" rel="nofollow" title="Delete idea API & Webhooks for Advanced Quotes" data-supporters-count="8" data-redirect-to="/forums/926629-ideas-to-improve-pandadoc" data-url="/api/v1/forums/926629-ideas-to-improve-pandadoc/suggestions/46342423-api-webhooks-for-advanced-quotes/dissociate" href="#">Delete…</a></span><span class='uvAdminOnly uvAdminOnly-inline'> <span class="uvStyle-separator"> · </span> <a class="uvAdminOnly uvAdminOnly-inline" data-iframe-target="_blank" title="Admin page for API & Webhooks for Advanced Quotes" href="/admin/v3/ideas/46342423/">Admin →</a></span> </div> <div class="uvScorer uvScorer-logged_out"> <form novalidate class="uvIdeaScoreForm importScoreBorderBottom" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="46342423" data-importance_score="" data-importance_score_id=""> <fieldset class="impScoreButtonContainer" aria-labelledby="importance_score_46342423"> <legend id="importance_score_46342423">How important is this to you?</legend> <div class="impScoreButtonGroup" data-name="importance-score-button-group-46342423"> <button class="impScoreButton" type="submit" id="importance-1-46342423" tabindex="0" name="importance_score_value" value="1"> Nice to have <span class="tooltiptext">You must login first!</span> </button> <button class="impScoreButton" type="submit" id="importance-2-46342423" tabindex="0" name="importance_score_value" value="2"> Important <span class="tooltiptext">You must login first!</span> </button> <button class="impScoreButton" type="submit" id="importance-3-46342423" tabindex="0" name="importance_score_value" value="3"> Critical <span class="tooltiptext">You must login first!</span> </button> <input data-name="importance-score-46342423" type="hidden" name="importance_score" value=""></input> <input data-name="importance-score-id-46342423" type="hidden" name="importance_score_id" value=""></input> <input type="hidden" name="channel" value="portal"></input> </div> </fieldset> <div class="scoreNotificationContainer"> <h6 aria-live="polite" role="status" hidden class="scoreNotification-site3"></h6> </div> <div class="uvIdeaScoreFormToggle"> <fieldset class="uvIdeaScoreFormFieldset"> <div class="uvScorerSigninArea"> <uv-auth id="uv-signin-9641" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-9641"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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Please update your privacy settings to enable cross-site tracking or try using a different browser.","permissions_error":"You do not have the necessary permissions to access this content.","not_signed_in_error":"Sign in required to continue","success_heading":"Hooray!","success_message":"You're in, getting your page ready.","create_password_placeholder":"Create Password","verify_email_label":"Verify Email","set_password_label":"Set Password","verify_email_reset_pw_helper_text":"We need to verify your email first before resetting your password","verify_email_create_account_helper_text":"We need to verify your email first before creating your account","set_password_title":"Set a new password","first_things_first_title":"First things first!","confirm_password_placeholder":"Confirm Password","confirm_password_label":"Confirm Password","create_account_label":"Create Account","create_account_title":"Let's create your account!","password_invalid_error":"Please enter a valid password.","password_match_error":"Passwords must match.","change_password_label":"Change Password","go_to_login_label":"Go to login","go_to_settings_label":"Go to settings","current_password_placeholder":"Current Password","password_character_minimum":"Password needs at least 8 characters","password_upper_lower_case_required":"It must have at least one lower and one upper case character","password_symbol_required":"It needs at least one symbol ($, !, @, _, *, etc)","password_number_required":"Password must include one number or more","reset_password_label":"Reset Password","new_password_label":"New Password","password_in_email_error":"Your password cannot appear in your email address.","email_in_password_error":"Your email address cannot appear in your password.","username_in_password_error":"Your email username cannot appear in your password.","need_account_prompt":"New here?","need_account_cta":"Create an account","forgot_password":"Forgot Password?","or":"or"}}; </script> <div class="uvSignin-uv-auth"> <div class="uvField uvField-logged_in uvField-first"> <span> Signed in as <span class="logged_in_as"></span> (<a href="/logout">Sign out</a>) </span> </div> </div> <div class="uvFormFlash uvFormFlash-error" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> <div class="uvFormFlash uvFormFlash-info" tabindex="0"> <div class="uvFormFlashMessage"></div> <a class="uvFormFlashClose" href="#close">Close</a> </div> </div> </fieldset> </div> </form> </div> <article class="uvUserAction uvUserAction-admin-response"> <div class="uvUserActionHeader"> <a class="uvStyle-status-link" href="/forums/926629-ideas-to-improve-pandadoc/status/5354056"><em class="uvStyle-status uvStyle-status-idea" title="This idea is Idea - updated over 1 year ago">Idea</em></a> <span class="uvStyle-separator"> · </span> <span class="vcard"><a class="url" href="/users/6298603978-lindsey-schocke"><span class="uvUserBadge"><img class="uvUserBadgePhoto photo" height="40" width="40" alt="" src="https://secure.gravatar.com/avatar/d41d8cd98f00b204e9800998ecf8427e?size=40&default=https%3A%2F%2Flh3.googleusercontent.com%2Fa%2FACg8ocJQIMGbbkpA9iR6lxLu4HmTAYGbFlWVNo_bbxN1il6CKhT3Ng%3Ds96-c" /></span><span class="fn uvCustomLink-color">Lindsey Schocke</span> </a></span> responded </div> <div class="uvUserActionBody"> <div class="typeset"><p><br></p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/46332799-ability-to-set-date-field-validation-any-future"> Ability to set date field validation (any, future, past) from PDF via API </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>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.</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="46332799"> <strong>8</strong> <span> votes</span> </div> <div uvSuggestionId="46332799" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="46332799" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-46332799" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-1402" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-1402"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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If so, then we essentially have duplicates of all this data in Stripe...</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="46030789"> <strong>8</strong> <span> votes</span> </div> <div uvSuggestionId="46030789" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="46030789" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-46030789" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-6060" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-6060"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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Please check back for updates.</p></div> </div> </article> </li> <li class="uvListItem uvIdea uvIdea-list"> <div class="uvIdeaHeader"> <h2 class="uvIdeaTitle uvCustomLink-color"> <a href="/forums/926629-ideas-to-improve-pandadoc/suggestions/45452587-general-api-key"> General API key </a> </h2> <div class="uvIdeaDescription uvIdeaDescription-truncated"> <div class="typeset"><p>Option to get one centralized API key for all workspaces</p> </div> </div> </div> <div class="uvIdeaVoteBadge"> <div class="uvIdeaVoteCount" data-id="45452587"> <strong>8</strong> <span> votes</span> </div> <div uvSuggestionId="45452587" class="uvVoter uvVoter-logged_out uvVoterMode-voteable uvVoterStatus-open uvVoteLimit-unlimited" data-closed-reason=""> <form novalidate class="uvIdeaVoteForm" onsubmit="return false;" method="post" action="" data-forum_id="926629" data-suggestion_id="45452587" > <input type="hidden" name="channel" value="portal"></input> <!-- Update to show number of votes cast --> <span class="uvIdeaVoteFormTrigger"> <button class="uvIdeaVoteFormTriggerState-no_votes uvStyle-button">Vote</button> <button class="uvIdeaVoteFormTriggerState-you_voted uvStyle-button uvStyle-button-selected" id="uvIdeaVoteFormTriggerState-you_voted-45452587" data-singular="Voted!" data-plural="Voted!"></button> <button class="uvIdeaVoteFormTriggerState-out_of_votes uvStyle-button uvStyle-button-disabled uvTip" disabled title="You're out of votes">Vote</button> <button class="uvIdeaVoteFormTriggerState-voting_closed uvStyle-button uvStyle-button-disabled uvTip" disabled title="Voting has closed">Vote</button> <input type="hidden" name="to" value="1"></input> </span> <!--- end --> <div class="uvIdeaVoteFormToggle"> <fieldset class="uvIdeaVoteFormFieldset"> <div class="uvVoterSigninArea"> <uv-auth id="uv-signin-6820" class="" magic-public-key="pk_live_D21FDEDFFB8B0CC4" locale="en" mode=inline social-first data-type="" data-options="{"display_logged_in":"hidden","social_auth_only":false,"custom_signin":true,"inline_form_mode":true,"show_login":true,"header":"\u003ch2\u003eWe're glad you're here\u003c/h2\u003e\u003cp\u003ePlease sign in to leave feedback\u003c/p\u003e"}" > <h2>We're glad you're here</h2><p>Please sign in to leave feedback</p> </uv-auth> <script type="text/javascript"> var uvAuthElement = document.getElementById("uv-signin-6820"); uvAuthElement.subdomainSettings = {"disable_uservoice_auth":false,"password_auth_required":true,"auth_providers":[{"preset_name":"google","url":"https://auth.uservoice.com/google/819922","button_label":"Google"}],"subdomain_display_name":"PandaDoc UserVoice","logo_path":"/logo/logo/design_setting/842185/original/pd-logo_black_pd_white.png","form_text":{"loading":"Loading","cancel":"Cancel","region_label":"Sign in to UserVoice","email_label":"Email address","email_placeholder":"Email address","password_label":"Password","password_placeholder":"Password","name_label":"Display name (optional)","name_placeholder":"Your name","tos_checkbox_label_html":"I agree to the \u003ca href=\"/tos\" target=\"_blank\" rel=\"external\" title=\"Opens in new window\" class=\"color-link\"\u003eterms of service\u003c/a\u003e","tos_checkbox_title":"Terms of Service","gdpr_checkbox_label":"I agree to the storage of my email address, name, and IP address. 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