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

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

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

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

  5. 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

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

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

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

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

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

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

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

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

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

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

  16. 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

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

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

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

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

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