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

  8. PandaDoc API : Utilize CSV data

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

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

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

  14. reassign fields after a document is sent

  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. Receive responses to whitelabeled email  ·  Idea

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

  18. Salesforce Data to Populate Checkbox in Doc  ·  Idea

  19. Fillable field response notification

  20. Add a hyperlink in a text field