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

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

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

  4. 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

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

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

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

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

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

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

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

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

  13. The ability to use SQL in Forms

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

  15. Reporting metrics on users

  16. Export csv for one document created from form

  17. Push Form document to Salesforce  ·  Idea

  18. Show Workspace ID in document details endpoint  ·  Idea

  19. Routing functionality for whitelabeling

  20. Salesforce Picklist

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