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384 search results

  1. The ability to see the message written in the body the email without having to be CC'd on a document.  ·  Idea

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

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

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

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

  6. Rooms - Multi-select documents for one task

  7. The ability to use SQL in Forms

  8. Smart Forms: pre-fill using web link

  9. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ  ·  Released

  10. Replace source file for bundled documents

  11. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

  12. Editable document name label (located near the first page in content) for single documents

  13. Smart Content option for numerical value as variable that is greater than 0  ·  Idea

  14. Click Up CRM for automation

  15. Automatic calculations in fields  ·  Not Planned

  16. recipient comments on a document. click "view in document" to take you directly to the comment in the document  ·  Idea

  17. Reporting - mobile and desktop usage

  18. Different currency for pricing table's subtotal and total  ·  Idea

  19. Add a hyperlink in a text field

  20. When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.