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

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

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

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

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

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

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

  9. The ability to see the message written in the body the email without having to be CC'd on a document.  ·  Idea

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

  11. Rooms - Multi-select documents for one task

  12. The ability to use SQL in Forms

  13. Smart Forms: pre-fill using web link

  14. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ  ·  Released

  15. Replace source file for bundled documents

  16. [Word Export] Quote builder shows hidden fields in Word export

  17. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

  18. Editable document name label (located near the first page in content) for single documents

  19. Click Up CRM for automation

  20. Automatic calculations in fields  ·  Not Planned

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