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9 results found

  1. Automatically download the attachments when opening the files added to collect files field

    38 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson commented  · 

    I want to choose weather or not the collected files appear in the downloaded file for all recipients.

    Marta Nelson supported this idea  · 

  2. Ability to lock recipient configuration

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marta Nelson shared this idea  · 

  3. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson supported this idea  · 

  4. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Marta Nelson supported this idea  · 

  5. Export Field Data into CSV or Excel file

    80 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson supported this idea  · 

  6. Combine/Merge Templates & Documents

    75 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marta Nelson commented  · 

    Combine or split templates at page breaks.

    Marta Nelson supported this idea  · 

  7. Real-time tracking of active user login and activity

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marta Nelson shared this idea  · 

  8. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    91 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Marta Nelson supported this idea  · 

  9. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    478 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson supported this idea  ·