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

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

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

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

  5. Prevent duplicate data entry in fields

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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