Skip to content
← Have an idea? Share it!

394 search results

(thinking…)
Reset

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

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

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

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

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

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

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

  8. Rooms - Multi-select documents for one task

  9. The ability to use SQL in Forms

  10. Smart Forms: pre-fill using web link

  11. 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

  12. Replace source file for bundled documents

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

  14. [Word Export] Quote builder shows hidden fields in Word export

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

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

  17. Click Up CRM for automation

  18. Automatic calculations in fields  ·  Not Planned

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

  20. Reporting - mobile and desktop usage

1 2 … 7 9 11 … 19 20