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

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

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

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

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

  6. 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

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

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

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

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

  11. Reporting metrics on users

  12. Expand functionality of the Audit Log - increase length

  13. Export csv for one document created from form

  14. Routing functionality for whitelabeling

  15. Inline comments for recipients  ·  Released

  16. Support for Encrypted Fields in Salesforce Integration

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

  18. Duplicate document via API  ·  Not Planned

  19. Export variables value

  20. Export All Catalog Items via the API

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