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

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

  3. Pull Data Deal Stage - Ability to customize fields to help with selection.

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

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

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

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

  8. 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

  9. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

  10. Bulk send: Allow to use the same email address for different recipients if other data differs

  11. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Released

  12. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.  ·  Not Planned

  13. Reporting metrics on users

  14. Expand functionality of the Audit Log - increase length

  15. Export csv for one document created from form

  16. Routing functionality for whitelabeling

  17. Inline comments for recipients  ·  Released

  18. Interactive AI avatar proposal for automated Q&A - Lemonslice

  19. Support for Encrypted Fields in Salesforce Integration

  20. Duplicate document via API  ·  Not Planned

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