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  1. Include all users in the Leaderboard  ·  Idea

  2. Manually export JSON

  3. Export Home section data into csv

  4. Ability to backup account data manually  ·  Idea

  5. JavaScript SDK Preselect Template

  6. Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec

  7. Export CSV of responses option for templates (documents created from templates).

  8. Zoho Pass custom fields from quote to a pricing table

  9. Option to specify CSV column separator in Workspace settings  ·  Idea

  10. Enable the ability to dictate which folder a document created from a template is added to

  11. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables  ·  Idea

  12. Formula Validation Field (see description)  ·  Idea

  13. Automate document renewal with updated data in CRM  ·  Idea

  14. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.  ·  Idea

  15. Export document data (specifically expiration date) onto spreadsheet.

  16. Data Merge Pricing Table: Change the date format  ·  Idea

  17. Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)

  18. Import data from Excel into document fields in PandaDoc  ·  Idea

  19. Pass info from a form response and transfer them into a template via variables.  ·  Idea

  20. Pull data from a PandaDoc document into a Word document natively

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