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4 results found

  1. Bulk Manage reminders for sent docs

    36 votes

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    Idea  ·  5 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

    88 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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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. Export Expired Documents Recipient Details

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Tanzy supported this idea  · 

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

    190 votes

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    On roadmap  ·  22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Tanzy supported this idea  ·