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  1. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.  ·  Idea

  2. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)  ·  Idea

  3. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.  ·  Idea

  4. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Idea

  5. Pull data from Monday.com to PandaDoc pricing table  ·  Idea

  6. automate the populations of data for a given contact into multiple forms (or templates) for that contact  ·  Idea

  7. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]  ·  Idea

  8. Format data coming in from Salesforce

  9. Optional Template Roles  ·  Idea

  10. Group Pricing Tables based on Product Names  ·  Idea

  11. Aggregate Document Analytics in Reporting Dashboard  ·  Idea

  12. Data storage exclusively in Canada  ·  Idea

  13. [Salesforce] Pull data in different formats  ·  Released

  14. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document  ·  Idea

  15. Edit text formatting in template when using data merge feature  ·  Idea

  16. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc  ·  Idea

  17. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents  ·  Idea

  18. Pull report showing template usage data

  19. Stripe API to Existing Products and Customers  ·  Idea

  20. Make Signer and CC'd Recipients easier to view on document  ·  Idea

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