Add CSV Document Template Type
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 ✅
2 people like this idea