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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. Export Field Data into CSV or Excel file

    Allow for information put into fields to be exported as a CSV or Excel file.

    121 votes

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    19 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

  2. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    58 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

  3. Lock fields position on a template/document

    37 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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