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299 search results

  1. Pull data from a PandaDoc document into a Word document natively

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

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

  4. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

  5. The ability for the document not be seen by CC'd recipients until it is completed.  ·  Released

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

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

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

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

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

  13. Save (do not reset) ticked line items (products) in a pricing table after the "Edit document" button is clicked (document is edited)  ·  Idea

  14. Version History Log /Report

  15. Delete a document found in the search  ·  Idea

  16. Connect with Credit agency for document approvals  ·  Idea

  17. Zendesk Support Account Tokens  ·  Idea

  18. Paperform  ·  Idea

  19. Automatically remove an empty row from the table

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