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Add CSV Document Template Type

started a topic 7 months ago

Exporting to a CSV is ideal for integrating with other tools. I am requesting that DEAR enables .csv files types in their Document Template module. This would leverage the MailMerge technology, but would export a .csv file instead of a .pdf file.

  • Allows for custom .csv layouts for use with other tools/partners ✅
  • Would work within current DEAR modules and template structure ✅
  • Accessible through the Zapier integration ✅


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2 people like this idea
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