203 search results
-
Pull data from a template to a content library item with the help of tokens · Idea
-
Bulk send: Allow to use the same email address for different recipients if other data differs
-
Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file · Idea
-
Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc · Idea
-
direct a new document with the transfer data option into the folder the initial document was created in · Idea
-
The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature · Idea
-
Version History Log /Report
-
Delete a document found in the search · Idea
-
Zendesk Support Account Tokens · Idea
-
Paperform · Idea
-
Connect with Credit agency for document approals · Idea
-
Automatically remove an empty row from the table
-
Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
-
Change checkbox fields values to numerical instead of true/false in a zap · Idea
-
An error message that shows if two correlating fields don't match
-
Option to convert /transfer info of normal table to the pricing table · Idea
-
Reporting feature in API
-
Lock ability to create a document from an existing sent document · Idea
-
Integration or useful Zaps to use with HouseCall Pro
-
Generate a bundled document transaction based on smart content · Idea