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  1. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  18. Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object

  19. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document  ·  Idea

  20. Pull data from a PandaDoc document into a Word document natively

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