172 search results
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Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data · Not Planned
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Abilty for eforms to use gathered data and automatically use it on a document · Early Access
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[HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document. · Released
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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
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Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.
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Bulk send: Allow to use the same email address for different recipients if other data differs
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Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document. · Not Planned
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[Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file · Released
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Reporting metrics on users
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Expand functionality of the Audit Log - increase length
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Export csv for one document created from form
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Routing functionality for whitelabeling
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Inline comments for recipients · Released
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Support for Encrypted Fields in Salesforce Integration
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Interactive AI avatar proposal for automated Q&A - Lemonslice
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Duplicate document via API · Not Planned
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Export variables value
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Export All Catalog Items via the API
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Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
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HubSpot CRM: ability to pass zero in the variable when it is the first digit of the number