384 search results
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The ability to see the message written in the body the email without having to be CC'd on a document. · 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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Rooms - Multi-select documents for one task
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The ability to use SQL in Forms
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Smart Forms: pre-fill using web link
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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
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Replace source file for bundled documents
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Automatic email response with next steps after recipient has signed and or paid · Idea
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Editable document name label (located near the first page in content) for single documents
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Smart Content option for numerical value as variable that is greater than 0 · Idea
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Click Up CRM for automation
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Automatic calculations in fields · Not Planned
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recipient comments on a document. click "view in document" to take you directly to the comment in the document · Idea
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Reporting - mobile and desktop usage
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Different currency for pricing table's subtotal and total · Idea
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Add a hyperlink in a text field
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When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.