307 search results
-
Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
-
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document · Idea
-
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc · Idea
-
Pull data from a PandaDoc document into a Word document natively
-
Transfer data from a pricing table to the quote builder block
-
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
-
Salesforce sync - refresh document data (tokens from contcts, product list, etc) · Released
-
Sorting Reporting Data by header fields, like owner, date, recipients, etc. · Idea
-
Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table · Idea
-
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive. · Idea
-
Import product data from a .csv directly to a document or template. · Idea
-
Extract data from fields in documents sent in bulk in a CSV · Idea
-
Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)
-
Merge system variables data into fields: pull [Document.CreatedDate] into the Date field
-
[Webhook] contains the document name of the document the data is transferred from
-
Data from a single PandaDoc field to be distributed across multiple HubSpot properties
-
Abilty for eforms to use gathered data and automatically use it on a document · Early Access
-
a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data. · Idea
-
[HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.
-
Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec