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  1. Abilty for eforms to use gathered data and automatically use it on a document  ·  Early Access

  2. Salesforce: Refresh Data

  3. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table  ·  Not Planned

  4. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

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

  6. Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Not Planned

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

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

  9. Ability to transfer fillable fields data via data transfer feature.

  10. Transfer Data - pass Fields values to a new document

  11. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table  ·  Not Planned

  12. Salesforce Data to Populate Checkbox in Doc

  13. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign

  14. Fillable field response notification

  15. Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates

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

  17. Stripe API to Existing Products and Customers

  18. Receive responses to whitelabeled email

  19. Pull Data Fields from documents via API or Webhooks

  20. Add a hyperlink in a text field

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