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

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

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

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

  7. Enable data merge on the document level

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

  9. Dynamically populate data in a pricing table

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

  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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