Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
Luke Gibbons commented
Should be able to export field data from any document - I actually am surprised this isn't a base feature within PandaDoc.
Matt Gambatese commented
Michael Angelo Miguel commented
Export information from completed document such as contact, zip codes, addresses, phone numbers.
Brian Gacila commented
collect all information from Forms, via the filled-out fillable fields and export them as a spreadsheet
Juan Sibila commented
This idea was floated around almost 3 years to date, and there still isn't a way to export data about the sent documents to a CSV? You absolutely lost a customer today. I'm switching to Adobe Sign.
It would be great to have the ability to download recipient data in bulk to excel so we can use their information for other things e.g. sending a single email from our email domain, not PandaDoc. Having to go into each document to get these details is inefficient. Being able to select all recipients in SENT status and download their details would be awesome. thank you.
We need this feature as top priority (Fields)
Yuliya Valko commented
+ability to extract variables data as a CSV file from docs (created via templates) . The way it works for Forms now.
Monarch Contracts commented
Definitely need this feature to keep tabs on who's signed within our core system.
Bohdana Soloninko commented
We are interested in the ability to download all data added to the custom fields as a database.
To be more specific -- the ability to download a list of the manually entered information for the custom fields.
Alexander Sakhibov commented
Ability to export on which check boxes have been ticked by the clients.
Sarah Nolden commented
Enable users to seamlessly extract all data from completed PandaDoc forms in excel/CSV format.
e.g. A New Client Account Form is completed, we should be able to seamlessly extract all the data inputted by the client in excel/CSV format (we can then use that to transfer data into other systems within our organisation).
Paul Cedric Guevarra commented
Option to export the Fields answers from a document using CSV file.
This will allow the user to download CSV file that contain Field answer from a document.
AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to export form response (CSV) across multiple forms into one csv file.
McColm and Company commented
Allow download of form response fields into Excel or CSV file rather than viewing or downloading form responses separately
Alvin Jorge PandaDoc commented
track down which fields have been filled out by the recipient.