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  1. Transfer data from one form to another form automatically

  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. Enable data merge on the document level

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

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

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

  9. Dynamically populate data in a pricing table

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

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

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

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

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

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

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

  17. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

  18. Export Field Data into CSV or Excel file  ·  Not Planned

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

  20. Data Merge Pricing Table: Change the date format  ·  Idea

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