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

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

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

  4. Prevent duplicate data entry in fields

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

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

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

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

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

  10. Dynamically populate data in a pricing table  ·  Not Planned

  11. disable data merge by default in pricing table when salesforce is enabled  ·  Not Planned

  12. Create a report/track data about Pricing table items and show Line Item statistics with data export  ·  Not Planned

  13. An option to use a custom fields with data merge in Hubspot  ·  Released

  14. Contract Repository: Fill in data field values for templates/documents in bulk.

  15. Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template

  16. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

  17. Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates

  18. [Bulk action] Contract Repository: Set data fields for multiple documents at once

  19. Pull product data from Freshsales to pricing tables  ·  Not Planned

  20. Automate document renewal with updated data in CRM

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