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

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

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

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

  5. Import data from Excel into document fields in PandaDoc

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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