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  1. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

  2. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers  ·  Idea

  3. The ability for the document not be seen by CC'd recipients until it is completed.  ·  Released

  4. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

  5. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

  6. Abilty for eforms to use gathered data and automatically use it on a document  ·  Early Access

  7. Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec

  8. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.  ·  Idea

  9. Post Bulk send - Email a csv extract to the account email id with Recipient links and all the data variables.

  10. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.  ·  Idea

  11. When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due

  12. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.  ·  Idea

  13. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  Idea

  14. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

  15. Bulk send: Allow to use the same email address for different recipients if other data differs

  16. direct a new document with the transfer data option into the folder the initial document was created in  ·  Idea

  17. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc  ·  Idea

  18. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.  ·  Not Planned

  19. The ability to see the message written in the body the email without having to be CC'd on a document.  ·  Idea

  20. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Idea

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