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  1. Pull data from Monday.com to PandaDoc pricing table  ·  Not Planned

  2. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table  ·  Not Planned

  3. Automation: Data fields will automatically be sorted out based on the fields in the document

  4. zoho to be available in "Pull data from integration" step

  5. automate the populations of data for a given contact into multiple forms (or templates) for that contact

  6. The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online

  7. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

  8. Salesforce sync - refresh document data (tokens from contcts, product list, etc)  ·  Released

  9. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document

  10. Transfer data from a pricing table to the quote builder block  ·  Not Planned

  11. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table  ·  Not Planned

  12. Automate sending a Report based on data within an account's Reports tab.

  13. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents  ·  Released

  14. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

  15. Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Not Planned

  16. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

  17. The ability for the document not be seen by CC'd recipients until it is completed.  ·  Released

  18. Abilty for eforms to use gathered data and automatically use it on a document  ·  Early Access

  19. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.  ·  Released

  20. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.  ·  Not Planned

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