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5 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. Export Field Data into CSV or Excel file

    132 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    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  · 

  3. 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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  4. 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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  5. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    39 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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