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318 search results

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

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

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

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

  5. Enable data merge on the document level

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

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

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

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

  10. Dynamically populate data in a pricing table

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

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

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

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

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

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

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

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

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

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