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

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

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

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

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

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

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

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

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

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

  11. 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

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

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

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

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

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

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

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