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

  2. 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

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

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

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

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

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

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

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

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

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

  12. The ability to use SQL in Forms

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

  14. Reporting metrics on users

  15. Export csv for one document created from form

  16. Push Form document to Salesforce  ·  Idea

  17. Show Workspace ID in document details endpoint  ·  Idea

  18. Routing functionality for whitelabeling

  19. Inline comments for recipients  ·  Released

  20. Salesforce Picklist

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