316 search results
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Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
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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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Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
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Pull data from a template to a content library item with the help of tokens · Idea
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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. · 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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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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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