294 search results
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Aggregate Document Analytics in Reporting Dashboard · Not Planned
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Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table · Idea
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables · Idea
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customized responses on declined documents/forms
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Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document · Idea
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Extract data from the document
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PandaDoc API : Utilize CSV data
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Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call. · Idea
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Export (backup) all data from PandaDoc · Idea
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when adding a user have a dropdown to identify the team they are associated with · Idea
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Smart content (conditional logic) - quicker response time · Idea
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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments] · Idea
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reassign fields after a document is sent
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When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company) · Idea
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Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data · Idea
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Salesforce Data to Populate Checkbox in Doc · Idea
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Receive responses to whitelabeled email · Idea
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Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues. · Idea
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Fillable field response notification
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Add a hyperlink in a text field