Skip to content
← Have an idea? Share it!

301 search results

(thinking…)
Reset

  1. Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec

  2. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers  ·  Idea

  3. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.  ·  Idea

  4. Pull data from a template to a content library item with the help of tokens  ·  Idea

  5. Ability to apply Design theme to the blocks where the font was changed to have the same font for all content of the same type (e.g. Text)  ·  Idea

  6. Export document data (specifically expiration date) onto spreadsheet.

  7. Automate document renewal with updated data in CRM  ·  Idea

  8. Formula Validation Field (see description)  ·  Idea

  9. Enable the ability to dictate which folder a document created from a template is added to

  10. Data Merge Pricing Table: Change the date format  ·  Idea

  11. Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)

  12. Import data from Excel into document fields in PandaDoc  ·  Idea

  13. Allow approvals to be enabled or disabled ad-hoc

  14. Send reminder if the CC'd user haven't viewed the document  ·  Idea

  15. CC'd team member with "Member" role is able to edit the document  ·  Idea

  16. Smart Content option for numerical value as variable that is greater than 0  ·  Idea

  17. Transfer data from a pricing table to the quote builder block

  18. Pull data from a PandaDoc document into a Word document natively

  19. Include data from subtask when making a document in Monday.com  ·  Idea

  20. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

1 2 … 11 13 15 16