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  1. Refresh Pricing table and Data with MS Dynamics  ·  Not Planned

  2. Pull quote data into invoice

  3. Transfer data from multiple documents to a new document

  4. Data storage exclusively in Canada

  5. Export specific data from Reporting, based on filters  ·  Released

  6. Use Variables in Data Fields

  7. Pull Data Fields from documents via API or Webhooks

  8. Option on the data merge to set up font weight  ·  Not Planned

  9. Send Slack notifications to CC'd recipients when a document is sent.  ·  Released

  10. Edit text formatting in template when using data merge feature  ·  Not Planned

  11. Ability to set a default CC'd recipient email for all documents

  12. [Salesforce] Pull data in different formats  ·  Released

  13. Prevent duplicate data entry in fields

  14. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

  15. Ability to collect form data and map to Google Sheets  ·  Solution Exists

  16. Option to disable notification for CC'd recipients

  17. Copy document sequence number when using "transfer data to" option

  18. Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)

  19. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

  20. Ability to access the Stripe data merge settings without enabling payments

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