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293 search results

  1. Pull data from a template to a content library item with the help of tokens  ·  Idea

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

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

  4. direct a new document with the transfer data option into the folder the initial document was created in  ·  Idea

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

  6. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc  ·  Idea

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

  8. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature  ·  Idea

  9. The ability to use SQL in Forms

  10. Improve API to better integrate with Power BI  ·  Idea

  11. Reporting metrics on users

  12. Export csv for one document created from form

  13. Push Form document to Salesforce  ·  Idea

  14. Show Workspace ID in document details endpoint  ·  Idea

  15. Routing functionality for whitelabeling

  16. Salesforce Picklist

  17. Inline comments for recipients  ·  Released

  18. Forms: send a document only when a form is completed  ·  Idea

  19. A button to "add rows" to a form template table.  ·  Idea

  20. Perform an action affecting all documents with a certain tag.