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  1. Bulk Manage reminders for sent docs

    48 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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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

    133 votes

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    20 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!

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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  ·