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  1. Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.

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

  3. Automatically Move a Document to a Specified Folder Based on Specific Field Criteria

  4. Easier access to numbering (sequence)

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

  6. Formula Validation Field (see description)  ·  Idea

  7. Option to use sms verification trough Zapier or API.  ·  Released

  8. Fields should tie to and update variables used in document

  9. Restrict access to the documents by using Grant access button  ·  Released

  10. 2-way sync with Insightly  ·  Idea

  11. Text content placeholders for templates

  12. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status  ·  Released

  13. Enhanced Tagging System  ·  Not Planned

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