375 search results
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Fill in data fields automatically based on variable input.
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MS Dynamics: automatic template selection based on data fields
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Make Signer and CC'd Recipients easier to view on document · Idea
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To include cc'd users in the email received by signer
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Send Slack notifications to CC'd recipients when a document is sent. · Released
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Option on the data merge to set up font weight · Idea
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Ability to set a default CC'd recipient email for all documents · Idea
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Ability to set up data merge for documents in Zapier.
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Edit text formatting in template when using data merge feature · Idea
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables · Idea
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[Salesforce] Pull data in different formats · Released
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General setting to disable data merge · Idea
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Export Home section data into csv
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Ability to backup account data manually · Idea
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Prevent duplicate data entry in fields
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Pull report showing unused templates data
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Linking the contact role in D365 to the role on the template · Idea
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Pull data from custom HubSpot objects · Idea
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Forwarding to recipients that are already CC'd · Idea
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Option to disable notification for CC'd recipients