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  1. [Salesforce] Pull data in different formats  ·  Released

  2. Pull report showing unused templates data

  3. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables  ·  Idea

  4. Pull data from custom HubSpot objects  ·  Idea

  5. Select host / datacenter / data storage location  ·  Idea

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

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

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

  9. Transfer data from one form to another form automatically

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

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

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

  13. Option to disable notification for CC'd recipients

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

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

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

  17. 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

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

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

  20. Enable data merge on the document level

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