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385 search results

  1. Automation by pulling data from Google sheets to create document

  2. Auto update variables data in PandaDoc once Zendesk fields are updated  ·  Idea

  3. Copy document sequence number when using "transfer data to" option

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

  5. Option to disable notification for CC'd recipients

  6. Transfer data from one form to another form automatically

  7. keep library items in new document with transfer data to feature  ·  Idea

  8. Enable quantity option on Template level when data merge is enabled

  9. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

  10. Ability to access the Stripe data merge settings without enabling payments

  11. disable data merge by default in pricing table when salesforce is enabled  ·  Idea

  12. Enable data merge on the document level

  13. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

  14. Create a report/track data about Pricing table items and show Line Item statistics with data export  ·  Idea

  15. An option to use a custom fields with data merge in Hubspot  ·  Idea

  16. Dynamically populate data in a pricing table

  17. Contract Repository: Fill in data field values for templates/documents in bulk.

  18. Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template

  19. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

  20. Auto-populate fields with Pipedrive data via API after linking to a deal.