394 search results
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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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Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table · Idea
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Automatic currency conversion for CRM merged data when creating documents
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Ability to see Bulk Send results in Reporting / Data Analytics · 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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Pull data from a template to a content library item with the help of tokens · 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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CC'd team member with "Member" role is able to edit the document · Idea
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The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
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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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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
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Transfer data from a pricing table to the quote builder block
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Salesforce sync - refresh document data (tokens from contcts, product list, etc) · Released
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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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Sorting Reporting Data by header fields, like owner, date, recipients, etc. · 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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Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table · Idea