424 search results
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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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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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Merge system variables data into fields: pull [Document.CreatedDate] into the Date field
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[Webhook] contains the document name of the document the data is transferred from
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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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Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers · Idea
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The ability for the document not be seen by CC'd recipients until it is completed. · Released
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Option to turn off auto-sending once the CC'd recipient is added to Sent document.
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Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.
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Abilty for eforms to use gathered data and automatically use it on a document · Early Access
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Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call. · Idea
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[HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.