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

  2. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

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

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

  5. Sorting Reporting Data by header fields, like owner, date, recipients, etc.  ·  Idea

  6. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table  ·  Idea

  7. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.  ·  Idea

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

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

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

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

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

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

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

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

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

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

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

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

  20. 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

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