228 search results
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Include data from subtask when making a document in Monday.com · Idea
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Transfer data from a pricing table to the quote builder block
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Extract data from fields in documents sent in bulk in a CSV · Idea
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Merge system variables data into fields: pull [Document.CreatedDate] into the Date field
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Abilty for eforms to use gathered data and automatically use it on a template
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Pull data from a template to a content library item with the help of tokens · Idea
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[HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.
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Bulk send: Allow to use the same email address for different recipients if other data differs
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Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc · Idea
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Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file · Idea
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direct a new document with the transfer data option into the folder the initial document was created in · Idea
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The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature · Idea
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Delete a document found in the search · Idea
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Connect with Credit agency for document approvals · Idea
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Zendesk Support Account Tokens · Idea
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Paperform · Idea
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Automatically remove an empty row from the table
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report documents created in PandaDoc and linked back to an opportunity in Salesforce
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Change checkbox fields values to numerical instead of true/false in a zap · Idea
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An error message that shows if two correlating fields don't match