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  1. Selected filters remain when user returns to the documents tab

  2. Be able to search/add recipients by contact name instead of only email  ·  Released

  3. Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list

  4. Dynamic reference to section headers

  5. Completed date in reporting that corresponds with final signer  ·  Not Planned

  6. Set (all) Field Defaults by Workspace

  7. Have signature certificate as one page instead of two

  8. Dynamic URL Variable Substitution for Text Links

  9. Bundle Documents within Content Library, feature to Replace Source File within Templates, Transfer from Content Library to Templates

  10. Issue with Recipient Group Naming & API Usage

  11. Reporting: Document Analytics by Approver  ·  Not Planned

  12. Native Salesforce Package — Support Total/Bottom-Line Discount Sync to Opportunity Line Items

  13. HubSpot Cannot Process PandaDoc Webhooks

  14. Reporting: Custom date ranges that go to a future end date

  15. Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.  ·  Not Planned

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

  17. receive contact ID via API  ·  Released

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

  19. Change notification language depending on your role on the document

  20. Salesforce Homepage Component

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