293 search results
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Contract Repository: Fill in data field values for templates/documents in bulk.
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Import product data from a .csv directly to a document or template. · Idea
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The ability to use SQL in Forms
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To get all documents with recipients in one query via API · Not Planned
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Transfer data from one form to another form automatically
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Filterable criteria to simplify API response consumption
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Abilty for eforms to use gathered data and automatically use it on a document · Early Access
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API Response for Failed Deliveries
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Give users who cannot edit ability to import from CRM
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Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
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Automation: Data fields will automatically be sorted out based on the fields in the document
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Use Variables in Data Fields
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Improve form results user experience
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[Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file · Idea
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Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
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Export modification data for templates
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Template for downloading CSV of form responses
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The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
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Make form responses (documents) visible to the form owner only · Idea
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General setting to disable data merge · Idea