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

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

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

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

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

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

  7. Pass info from a form response and transfer them into a template via variables.  ·  Idea

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

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

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

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

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

  13. Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot  ·  Idea

  14. Export recipients' data of the docs in a specific status  ·  Idea

  15. Ability to see Bulk Send results in Reporting / Data Analytics  ·  Idea

  16. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.  ·  Idea

  17. Automatic currency conversion for CRM merged data when creating documents

  18. automate the populations of data for a given contact into multiple forms (or templates) for that contact  ·  Idea

  19. Ability to see who viewed the document on JSON response when it is created through API

  20. The ability to support more custom fields for data merge rules in PandaDoc Quickbooks Online

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