296 search results
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Option to disable notification for CC'd recipients
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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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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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PandaDoc API : Utilize CSV data
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quote builder and transfer data functionality
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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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reassign fields after a document is sent
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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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automate the populations of data for a given contact into multiple forms (or templates) for that contact · 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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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments] · Idea
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Pull data from Monday.com to PandaDoc pricing table · Idea
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Format data coming in from Salesforce
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Data storage exclusively in Canada · Idea
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Group Pricing Tables based on Product Names · Idea
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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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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc · Idea
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Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents · Idea
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[Salesforce] Pull data in different formats · Released