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

  3. When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due

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

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

  10. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc  ·  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 see the message written in the body the email without having to be CC'd on a document.  ·  Idea

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

  14. Rooms - Multi-select documents for one task

  15. The ability to use SQL in Forms

  16. Smart Forms: pre-fill using web link

  17. 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

  18. Replace source file for bundled documents

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

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

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