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9 results found

  1. SMS Verification for Bundles

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. SMS Verification for API Created Docs

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  3. Export Field Data into CSV or Excel file

    68 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    An error occurred while saving the comment
    Sarah Nolden commented  · 

    Enable users to seamlessly extract all data from completed PandaDoc forms in excel/CSV format.

    e.g. A New Client Account Form is completed, we should be able to seamlessly extract all the data inputted by the client in excel/CSV format (we can then use that to transfer data into other systems within our organisation).

    Sarah Nolden supported this idea  · 

  4. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    429 votes

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    Idea  ·  43 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Sarah Nolden supported this idea  · 
    An error occurred while saving the comment
    Sarah Nolden commented  · 

    Yes, please implement this. I would have assumed this would already be a feature.

    I assume it would be relatively straight forward as we could just enter the same "FIELD ID" for the specific field we need replicating throughout the document.

  5. Show that the recipient used password in the Audit trail

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  6. Ability to populate documents from fields filled in on a prior document

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  7. Redirect recipient to a custom URL upon completion

    229 votes

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    Idea  ·  31 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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  8. Log in via 2FA (Two Factor Authentication) / MFA

    150 votes

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    In development  ·  24 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  9. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    25 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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