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  1. Auto update variables data in PandaDoc once Zendesk fields are updated  ·  Idea

  2. Transfer data from one form to another form automatically

  3. Ability to collect form data and map to Google Sheets

  4. Automation by pulling data from Google sheets to create document

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

  6. Linking the contact role in D365 to the role on the template  ·  Idea

  7. Forwarding to recipients that are already CC'd  ·  Idea

  8. Option to disable notification for CC'd recipients

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

  10. keep library items in new document with transfer data to feature  ·  Idea

  11. Create a report/track data about Pricing table items and show Line Item statistics with data export  ·  Idea

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

  13. Enable quantity option on Template level when data merge is enabled

  14. Enable data merge on the document level

  15. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

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

  17. Dynamically populate data in a pricing table

  18. disable data merge by default in pricing table when salesforce is enabled  ·  Idea

  19. An option to use a custom fields with data merge in Hubspot  ·  Idea

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

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