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294 search results

  1. Aggregate Document Analytics in Reporting Dashboard  ·  Not Planned

  2. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table  ·  Idea

  3. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables  ·  Idea

  4. customized responses on declined documents/forms

  5. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document  ·  Idea

  6. Extract data from the document

  7. PandaDoc API : Utilize CSV data

  8. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.  ·  Idea

  9. Export (backup) all data from PandaDoc  ·  Idea

  10. when adding a user have a dropdown to identify the team they are associated with  ·  Idea

  11. Smart content (conditional logic) - quicker response time  ·  Idea

  12. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]  ·  Idea

  13. reassign fields after a document is sent

  14. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)  ·  Idea

  15. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Idea

  16. Salesforce Data to Populate Checkbox in Doc  ·  Idea

  17. Receive responses to whitelabeled email  ·  Idea

  18. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.  ·  Idea

  19. Fillable field response notification

  20. Add a hyperlink in a text field