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

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

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

  4. 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

  5. Formula Validation Field (see description)  ·  Idea

  6. Easier access to numbering (sequence)

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

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

  9. Restrict access to the documents by using Grant access button  ·  Released

  10. Fields should tie to and update variables used in document

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

  12. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status  ·  Released

  13. Transfer data from a pricing table to the quote builder block

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

  15. Extract data from fields in documents sent in bulk in a CSV  ·  Idea

  16. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

  17. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

  18. Pull data from a template to a content library item with the help of tokens  ·  Idea

  19. Export csv for one document created from form

  20. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

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