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

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

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

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

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

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

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

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

  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. 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

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

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

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

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

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

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

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

  18. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature  ·  Idea

  19. The ability to use SQL in Forms

  20. Improve API to better integrate with Power BI  ·  Idea

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