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  1. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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