Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

Client would like to be able to search two letters using the search function.

Logo to be pulled into the PandaDoc from HubSpot
Maybe as a token?

Example- when in HubSpot you add company domain- automatically a logo is pulled.
Allow that logo to be transfered to the document in PandaDoc from HubSpot.

move the other placeholders when text fields expand when the multi-line is enabled

guiding lines disable option

PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

Customer would like to test using Stripe (if it is possible without using their card for payment)

seeing the names of the categories on the left panel when hover over them

Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

Create IF-statement for sending document - more dynamic options

true two way sync where dates sync back too (i.e. signature date)

Deactivating Contacts Option
- Having an active contact folder or option
- Having an inactive contact area

Needs to insert image in the text block in Editor 2.0.

Interested in using the Moneris payment option with PandaDoc

a way to export the custom role permissions into excel file

The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF