325 search results
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Ability to see who viewed the document on JSON response when it is created through API
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The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online
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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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Transfer data from a pricing table to the quote builder block
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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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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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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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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
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Automate sending a Report based on data within an account's Reports tab.
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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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[Webhook] contains the document name of the document the data is transferred from
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Merge system variables data into fields: pull [Document.CreatedDate] into the Date field
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Data from a single PandaDoc field to be distributed across multiple HubSpot properties
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Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.