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228 search results

  1. Include data from subtask when making a document in Monday.com  ·  Idea

  2. Transfer data from a pricing table to the quote builder block

  3. Extract data from fields in documents sent in bulk in a CSV  ·  Idea

  4. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

  5. Abilty for eforms to use gathered data and automatically use it on a template

  6. Pull data from a template to a content library item with the help of tokens  ·  Idea

  7. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

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

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

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

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

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

  13. Delete a document found in the search  ·  Idea

  14. Connect with Credit agency for document approvals  ·  Idea

  15. Zendesk Support Account Tokens  ·  Idea

  16. Paperform  ·  Idea

  17. Automatically remove an empty row from the table

  18. report documents created in PandaDoc and linked back to an opportunity in Salesforce

  19. Change checkbox fields values to numerical instead of true/false in a zap  ·  Idea

  20. An error message that shows if two correlating fields don't match