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

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

  3. Dynamically populate data in a pricing table

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

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

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

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

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

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

  10. Have CC'd see all e-mail addresses the document was sent to, including signer  ·  Idea

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

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

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

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

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

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

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

  18. Import data from Excel into document fields in PandaDoc  ·  Idea

  19. Transfer Data - pass Fields values to a new document  ·  Idea

  20. Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date

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