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  1. Set (all) Field Defaults by Workspace

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

  3. Dynamic URL Variable Substitution for Text Links

  4. PandaDoc help menu from Salesforce

  5. Improve form results user experience

  6. Issue with Recipient Group Naming & API Usage

  7. Reporting: Document Analytics by Approver  ·  Not Planned

  8. Pull SFDC products upon bundling

  9. Download more than 300 documents at one time  ·  Idea

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

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

  12. Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.

  13. Too Many Clicks  ·  Idea

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

  15. receive contact ID via API  ·  Released

  16. Mollie / Stripe with iDeal  ·  Idea

  17. reassign fields after a document is sent

  18. I would like to make it possible to ONLY send a completed document to the finance department.

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

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

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