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

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

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

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

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

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

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

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

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

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

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

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

  13. ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign  ·  Idea

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

  15. Option to exclude data from deleted documents in reporting  ·  Idea

  16. Pull data from Monday.com to PandaDoc pricing table  ·  On Roadmap

  17. If a renewal date comes up, I'd like to receive a slack notification to a specific channel

  18. Send reminder if the CC'd user haven't viewed the document  ·  Idea

  19. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table  ·  Idea

  20. Automation: Data fields will automatically be sorted out based on the fields in the document

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