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  1. Drop down fields in Quote Rules

  2. Ability to Pull Values from Non-Primary Companies in Deal Records

  3. Add more recipient related fields in webhooks

  4. Zendesk Support Automation: If there's a new ticket submitted then it will create a document  ·  Not Planned

  5. Authorize.net - pass field values to checkout

  6. Option to convert /transfer info of normal table to the pricing table  ·  Not Planned

  7. Support Referencing PandaDoc Catalog Items in Quote Builder via API

  8. VersaPay as payment gateway option  ·  Not Planned

  9. Hidden Variables in Documents - CSV-Populated Field Not Visible to Recipients

  10. receive contact ID via API  ·  Released

  11. pass the 3% service charge of Quickbooks Online to the recipient

  12. Require email verification before viewing a document via public link to accurately track viewers  ·  Released

  13. Enhanced Tagging System  ·  Not Planned

  14. Document Generation via AI

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