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Ideas to Improve PandaDoc: Documents & Data Management

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Transfer data to: map pricing tables

Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

6 votes

AdminYana Martynenko (Admin, PandaDoc) shared this idea · Nov 26, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Tanner Green commented · October 30, 2023 2:38 PM

I need to transfer proposal data to invoice

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josh.ditthardt commented · February 1, 2023 10:45 AM

This! This would be very helpful for my team's workflow and cut down a LOT of the time they spend transferring info from a Quote template to a full agreement.

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Angelica Lapat commented · July 25, 2022 2:09 PM

ability to transfer images in the pricing table from the original document to the new one

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