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  1. 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

  2. Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data  ·  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. Automatic email response with next steps after recipient has signed and or paid  ·  Idea

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

  18. Hot keys for bulleted and numbered lists

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

  20. Click Up CRM for automation

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