383 search results
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Pull data from custom HubSpot objects · Idea
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Linking the contact role in D365 to the role on the template · 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
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Auto update variables data in PandaDoc once Zendesk fields are updated · Idea
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Select host / datacenter / data storage location · Idea
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Automation by pulling data from Google sheets to create document
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Transfer data from one form to another form automatically
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Ability to collect form data and map to Google Sheets
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Copy document sequence number when using "transfer data to" option
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keep library items in new document with transfer data to feature · Idea
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Ability to access the Stripe data merge settings without enabling payments
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Enable quantity option on Template level when data merge is enabled
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Create a report/track data about Pricing table items and show Line Item statistics with data export · Idea
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Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
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disable data merge by default in pricing table when salesforce is enabled · Idea
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Enable data merge on the document level
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An option to use a custom fields with data merge in Hubspot · Idea
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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
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Dynamically populate data in a pricing table