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  1. Presentation via PowerPoint in Rooms / Ability to Pre select docs to show in the rooms and Sharing Rooms into other Workspaces

  2. Improve form results user experience

  3. Reporting: Document Analytics by Approver  ·  Not Planned

  4. Issue with Recipient Group Naming & API Usage

  5. Metrics and reporting api (Status and Document Analytics)

  6. HubSpot Cannot Process PandaDoc Webhooks

  7. Zoho Pass custom fields from quote to a pricing table

  8. receive contact ID via API  ·  Released

  9. [bug] Discount in $ changes to % if the discount is 0.

  10. Time to view (Reporting)- include the specific pages as it does on single document level  ·  Idea

  11. reassign fields after a document is sent

  12. Enable the ability to dictate which folder a document created from a template is added to

  13. Improve the quality of how the PDF looks like once the document is generated via API  ·  Idea

  14. Option to specify CSV column separator in Workspace settings  ·  Idea

  15. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables  ·  Idea

  16. when adding a user have a dropdown to identify the team they are associated with  ·  Idea

  17. Support for 3-Object Token Merges and Custom Object Sync in HubSpot

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

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

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

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