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

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

  3. 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

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

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

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

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

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

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

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

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

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

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

  14. 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

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

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

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

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

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

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

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