293 search results
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Pull data from a template to a content library item with the help of tokens · Idea
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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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Bulk send: Allow to use the same email address for different recipients if other data differs
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direct a new document with the transfer data option into the folder the initial document was created in · Idea
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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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Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc · Idea
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[Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file · Idea
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The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature · Idea
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The ability to use SQL in Forms
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Improve API to better integrate with Power BI · Idea
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Reporting metrics on users
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Export csv for one document created from form
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Push Form document to Salesforce · Idea
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Show Workspace ID in document details endpoint · Idea
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Routing functionality for whitelabeling
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Salesforce Picklist
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Inline comments for recipients · Released
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Forms: send a document only when a form is completed · Idea
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A button to "add rows" to a form template table. · Idea
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Perform an action affecting all documents with a certain tag.