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  1. Bulk Manage reminders for sent docs

    38 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

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    Tanzy commented  · 

    Being able to send bulk reminders manually would be fantastic - especially if we can filter by status e.g. sent, viewed etc

    Tanzy supported this idea  · 

  2. Export Field Data into CSV or Excel file

    107 votes

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    17 comments  ·  Ideas to Improve PandaDoc » 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!

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    Tanzy commented  · 

    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.

    Tanzy supported this idea  · 

  3. Change the color of the recipient role fillable fields in a document (template)

    245 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

    Tanzy supported this idea  ·