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  1. Automate sending a Report based on data within an account's Reports tab.

  2. Zoho Pass custom fields from quote to a pricing table  ·  Not Planned

  3. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

  4. Option on the data merge to set up font weight  ·  Not Planned

  5. Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)

  6. Routing functionality for whitelabeling

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

  8. Interactive AI avatar proposal for automated Q&A - Lemonslice

  9. Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template

  10. Duplicate document via API  ·  Not Planned

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

  12. Retrieve Bundled products' SKUs via API

  13. Salesforce - Opportunity Product update in Draft status

  14. Form attachments hover and open instead of downloading

  15. Document analytics for content blocks - marketing

  16. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

  17. export list of incomplete and viewed documents  ·  Released

  18. Printable Detailed Audit Log of Document History

  19. Reporting - export all documents associate to a specific template

  20. Add Collaborative Members to a form

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