283 search results
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ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign · Idea
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Import data from Excel into document fields in PandaDoc · Idea
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Transfer Data - pass Fields values to a new document · Idea
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Option to exclude data from deleted documents in reporting · Idea
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Pull data from Monday.com to PandaDoc pricing table · On Roadmap
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Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table · Idea
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Automation: Data fields will automatically be sorted out based on the fields in the document
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Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot · Idea
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Export recipients' data of the docs in a specific status · Idea
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Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues. · Idea
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Automatic currency conversion for CRM merged data when creating documents
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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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Ability to see Bulk Send results in Reporting / Data Analytics · Idea
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The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
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Ability to see who viewed the document on JSON response when it is created through API
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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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Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document · Idea
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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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Pull data from a PandaDoc document into a Word document natively
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc · Idea