165 search results

  1. Extract data from fields in documents sent in bulk in a CSV

  2. Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot  ·  Idea

  3. More reporting data availability: see how many quotes have pricing tables with discounts  ·  Idea

  4. Forwarding to recipients that are already CC'd  ·  Idea

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

  6. Images passed from Salesforce to pricing tables  ·  Idea

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

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

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

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

  11. Export recipient replies via Bulk send into CSV  ·  Idea

  12. Delete a document found in the search  ·  Idea

  13. Connect with Credit agency for document approals  ·  Idea

  14. Zendesk Support Account Tokens  ·  Idea

  15. Save payment information while duplicating a document  ·  Idea

  16. paperform native integration  ·  Idea

  17. Pipedrive automation  ·  Idea

  18. ACPR Compliant  ·  Idea

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

  20. pull the products from catalog automatically