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

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

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

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

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

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

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

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

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

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

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

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

  13. Pull data from a template to a content library item with the help of tokens  ·  Idea

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

  15. CC'd team member with "Member" role is able to edit the document  ·  Idea

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

  17. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc  ·  Idea

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

  19. Transfer data from a pricing table to the quote builder block

  20. Salesforce sync - refresh document data (tokens from contcts, product list, etc)  ·  Released

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