184 search results
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Extract data from fields in documents sent in bulk in a CSV · Idea
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Automations: Update Hubspot objects with the data indicated in the fillable fields · Idea
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More reporting data availability: see how many quotes have pricing tables with discounts · Idea
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[HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.
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Pull data from a template to a content library item with the help of tokens · 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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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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Version History Log /Report
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Delete a document found in the search · Idea
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Connect with Credit agency for document approals · Idea
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Zendesk Support Account Tokens · Idea
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Paperform · Idea
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Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
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Change checkbox fields values to numerical instead of true/false in a zap · Idea
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Option to convert /transfer info of normal table to the pricing table · Idea
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Reporting feature in API
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Lock ability to create a document from an existing sent document · Idea
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Integration or useful Zaps to use with HouseCall Pro