Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
15
votes
Anna Kovalchuk
shared this idea
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Sofia Jorge
commented
The customer updates their ERP contacts every two weeks, so there is always new contacts to upload, they don't want to have do update 1 at a time, and it doesn't make sense to ask support all the time to mass update their contacts.
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Anonymous commented
"Let's assume I have a template or a form ready in my PandaDoc account. I need to create 20 versions of that document, each for a different person with a different information (i.e. address, etc.). I have all the information in a spreadsheet. So - is it possible to create these 20 documents by importing the values that differ (name, address, etc.) and create all 20 documents this way?"