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  1. Bulk Manage reminders for sent docs

    47 votes

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    7 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

    128 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

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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  ·