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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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