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

  2. Automations: Update Hubspot objects with the data indicated in the fillable fields  ·  Idea

  3. More reporting data availability: see how many quotes have pricing tables with discounts  ·  Idea

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

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

  6. Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Idea

  7. direct a new document with the transfer data option into the folder the initial document was created in  ·  Idea

  8. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc  ·  Idea

  9. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature  ·  Idea

  10. Version History Log /Report

  11. Delete a document found in the search  ·  Idea

  12. Connect with Credit agency for document approals  ·  Idea

  13. Zendesk Support Account Tokens  ·  Idea

  14. Paperform  ·  Idea

  15. Have a Zapier trigger where it can collect files from a PandaDoc upload files field.

  16. Change checkbox fields values to numerical instead of true/false in a zap  ·  Idea

  17. Option to convert /transfer info of normal table to the pricing table  ·  Idea

  18. Reporting feature in API

  19. Lock ability to create a document from an existing sent document  ·  Idea

  20. Integration or useful Zaps to use with HouseCall Pro

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