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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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