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

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

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

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

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

  6. Enable data merge on the document level

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

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

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

  10. Dynamically populate data in a pricing table

  11. Contract Repository: Fill in data field values for templates/documents in bulk.

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

  13. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

  14. Auto-populate fields with Pipedrive data via API after linking to a deal.

  15. Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates

  16. ability to resize the fields to smaller without hiding the data in pdf  ·  Idea

  17. Export document data (specifically expiration date) onto spreadsheet.

  18. Pull product data from Freshsales to pricing tables  ·  Idea

  19. Pricing Table Integration: Ability to automatically pull products from data merge as optional  ·  Idea

  20. Automate document renewal with updated data in CRM  ·  Idea

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