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  1. Ability to set up data merge for documents in Zapier.

  2. 2-way sync with Insightly  ·  Idea

  3. Transfer data from fields into a pricing table  ·  Idea

  4. Text content placeholders for templates

  5. Auto update variables data in PandaDoc once Zendesk fields are updated  ·  Idea

  6. Exclude Form Responses from exported CSV  ·  Idea

  7. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

  8. Capture recipient's responses via a survey  ·  Idea

  9. disable data merge by default in pricing table when salesforce is enabled  ·  Idea

  10. Show Workspace ID in document details endpoint  ·  Idea

  11. Routing functionality for whitelabeling

  12. Automation by pulling data from Google sheets to create document

  13. Ability to access the Stripe data merge settings without enabling payments

  14. Perform an action affecting all documents with a certain tag.

  15. A button to "add rows" to a form template table.  ·  Idea

  16. Enable quantity option on Template level when data merge is enabled

  17. Duplicate document via API

  18. [MOBILE APP]: Add 'Waiting for Others' tab on home page of app

  19. Ablity to edit font size in quotes

  20. Form csv download filtered range of dates

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