375 search results
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Ability to see Bulk Send results in Reporting / Data Analytics · Idea
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automate the populations of data for a given contact into multiple forms (or templates) for that contact · Idea
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The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
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CC'd team member with "Member" role is able to edit the document · Idea
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Pull data from a template to a content library item with the help of tokens · Idea
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Pull data from a PandaDoc document into a Word document natively
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Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
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Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document · Idea
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc · Idea
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Salesforce sync - refresh document data (tokens from contcts, product list, etc) · Released
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Sorting Reporting Data by header fields, like owner, date, recipients, etc. · Idea
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Transfer data from a pricing table to the quote builder block
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Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table · Idea
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Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive. · Idea
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Import product data from a .csv directly to a document or template. · Idea
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Extract data from fields in documents sent in bulk in a CSV · Idea
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Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
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Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents · Idea
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Data from a single PandaDoc field to be distributed across multiple HubSpot properties
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[Webhook] contains the document name of the document the data is transferred from