294 search results
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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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Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc · 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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Salesforce Picklist
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Forms: send a document only when a form is completed · Idea
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[Integrations] iCon - HR System
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Delete a document found in the search · Idea
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Paperform · Idea
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Scroll option in text fields with limited width.
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Smart form in Zapier Trigger
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Zendesk Support Account Tokens · Idea
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Connect with Credit agency for document approvals · Idea
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Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
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Gainsight integration
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Zendesk Support Automation: If there's a new ticket submitted then it will create a document
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Automatically remove an empty row from the table
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Pass Document Status Into a CRM Field
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Option to convert /transfer info of normal table to the pricing table · Idea
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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