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  1. Pricing Table Integration: Ability to automatically pull products from data merge as optional  ·  Solution Exists

  2. Export Field Data into CSV or Excel file  ·  Not Planned

  3. Automate document renewal with updated data in CRM

  4. Data Merge Pricing Table: Change the date format  ·  Not Planned

  5. Bulk export of recipient-fillable fields collected data from completed documents as CSV

  6. Import data from Excel into document fields in PandaDoc

  7. Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date

  8. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign  ·  Released

  9. Transfer Data - pass Fields values to a new document

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

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

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

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

  14. Keep Field ID data for Fillable Fields when adding Content Library documents

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

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

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

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

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

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

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