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Ideas to Improve PandaDoc: Integrations

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Template Matching

https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

https://vimeo.com/370244613

17 votes

Anonymous shared this idea · Jul 13, 2020 · Admin →

Idea · Nov 9, 2020

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Anastasia Vasilevskaya commented · July 30, 2020 11:30 AM

When you uploade a document to PandaDoc, you're able to create some kind of a tempalte that will overlay the uploaded doc (e.g. the tempalte contains the field and you can apply that automatically to be placed over the uploaded non-editable doc, instead of adding the fields manually)

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