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283 search results

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

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

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

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

  5. Enable data merge on the document level

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

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

  8. Dynamically populate data in a pricing table

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

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

  11. Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates

  12. ability to resize the fields to smaller without hiding the data in pdf  ·  Idea

  13. Pricing Table Integration: Ability to automatically pull products from data merge as optional  ·  Idea

  14. Pull product data from Freshsales to pricing tables  ·  Idea

  15. Export document data (specifically expiration date) onto spreadsheet.

  16. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

  17. Export Field Data into CSV or Excel file  ·  Not Planned

  18. Automate document renewal with updated data in CRM  ·  Idea

  19. Data Merge Pricing Table: Change the date format  ·  Idea

  20. Pass info from a form response and transfer them into a template via variables.  ·  Idea