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

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

  3. 2-way sync with Insightly  ·  Idea

  4. Text content placeholders for templates

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

  6. Enhanced Tagging System  ·  Not Planned

  7. Document Generation via AI

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