[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
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Anonymous
shared this idea
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Inga Grgic commented
When we at Proper started exporting documents to migrate to another tool, we discovered this feature is super important but it doesn't exist. On the other side, during our time with pandaDoc, we'd have a need to share such report with different teams but we couldn't grant everyone user access (and not everyone knew how to use the tool).
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AdminAnonymous (Admin, PandaDoc) commented
download a CSV with the list of Documents sent with the contact's name and email address