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

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

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

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

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

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

  7. 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

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

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

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

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

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

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

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

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

  16. The ability to use SQL in Forms

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

  18. Reporting metrics on users

  19. Export csv for one document created from form

  20. Push Form document to Salesforce  ·  Idea

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