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7 results found

  1. Automatically download the attachments when opening the files added to collect files field

    69 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson commented  · 

    I want to choose weather or not the collected files appear in the downloaded file for all recipients.

    Marta Nelson supported this idea  · 

  2. Ability to lock recipient configuration

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marta Nelson shared this idea  · 

  3. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    19 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marta Nelson supported this idea  · 

  4. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Marta Nelson supported this idea  · 

  5. Export Field Data into CSV or Excel file

    144 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Marta Nelson supported this idea  · 

  6. Combine/Merge Templates & Documents

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Marta Nelson commented  · 

    Combine or split templates at page breaks.

    Marta Nelson supported this idea  · 

  7. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    61 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    An error occurred while saving the comment
    Marta Nelson commented  · 

    Primarily a security feature with potential analytics application.

    Marta Nelson supported this idea  ·