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  1. 3 votes

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  2. 121 votes

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    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!

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    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  · 
  3. 2 votes

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  4. 8 votes

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  5. 38 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


    We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.