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  1. Automate sending a Report based on data within an account's Reports tab.

  2. Import product data from a .csv directly to a document or template.  ·  Idea

  3. Extract data from fields in documents sent in bulk in a CSV  ·  Idea

  4. Use role variables in merge fields (e.g. when pulling SalesForce (SFDC) Opportunity Contact Role data)

  5. [Webhook] contains the document name of the document the data is transferred from

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

  7. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

  8. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents  ·  Idea

  9. 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

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

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

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

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

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

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

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

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

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

  19. 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

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

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