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8 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

    19 votes

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

    100 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!

    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. 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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  5. 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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  6. Redirect recipient to a custom URL upon completion

    360 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  7. Log in via 2FA (Two Factor Authentication) / MFA

    260 votes

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

    35 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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