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  1. Mandatory Decline Reasons for Better Insights

  2. Aggregate Document Analytics in Reporting Dashboard  ·  Not Planned

  3. Prefill the date field with document creation date

  4. Edit / customize text in all email notifications including Completion or Signed Email Message  ·  Not Planned

  5. Match display of the contract term between HubSpot and PandaDoc

  6. Zoho 2 Way Sync: update variables from Zoho CRM

  7. Global setting to update all users profile images to a company logo and prevent users from updating the image.

  8. Gantt chart content block

  9. AI document search tool

  10. Add Netto in quote summary

  11. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

  12. Add customizable pop-up window (i.e. disclaimer) when someone clicks to sign a document  ·  Solution Exists

  13. Approvals are set up on a document level  ·  Released

  14. Log the document reminders auto sent to HubSpot

  15. User Analytics Report

  16. VersaPay as payment gateway option  ·  Not Planned

  17. custom pricing table field mapping in Zapier's PandaDoc integration  ·  Not Planned

  18. Reporting metrics on users

  19. Populate the client engagement info from HubSpot  ·  Released

  20. Filter organization-wide document list by recipient email

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