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

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

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

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

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

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

  7. Import data from Excel into document fields in PandaDoc

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

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

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

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

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

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

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

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

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

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

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

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

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

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