Skip to content

172 search results

  1. Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Not Planned

  2. Abilty for eforms to use gathered data and automatically use it on a document  ·  Early Access

  3. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.  ·  Released

  4. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.  ·  Not Planned

  5. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

  6. Bulk send: Allow to use the same email address for different recipients if other data differs

  7. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.  ·  Not Planned

  8. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Released

  9. Reporting metrics on users

  10. Expand functionality of the Audit Log - increase length

  11. Export csv for one document created from form

  12. Routing functionality for whitelabeling

  13. Inline comments for recipients  ·  Released

  14. Support for Encrypted Fields in Salesforce Integration

  15. Interactive AI avatar proposal for automated Q&A - Lemonslice

  16. Duplicate document via API  ·  Not Planned

  17. Export variables value

  18. Export All Catalog Items via the API

  19. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

  20. HubSpot CRM: ability to pass zero in the variable when it is the first digit of the number