Settings and activity

570 results found

1. Export recipients' data of the docs in a specific status

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 3, 2023

2. Export Field Data into CSV or Excel file

   151 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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!

   Savannah Faulkner supported this idea  ·  Mar 3, 2023

3. export document data

   13 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Savannah Faulkner supported this idea  ·  Mar 3, 2023

4. Set client's default email subject (automatic subject)

   102 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 2, 2023

5. Upload CSV/Excel/XLSX as editable content in PandaDoc

   74 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Mar 1, 2023

6. Customize message in the Send Document box.

   13 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Mar 1, 2023

7. Option to Change Image background color

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Feb 23, 2023

8. Move documents across workspaces and keep the statuses

   260 votes

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   37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Savannah Faulkner supported this idea  ·  Feb 9, 2023

9. Option to disable the Redlining Notification

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Feb 7, 2023

10. Edit uploaded PDFs

    299 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Savannah Faulkner supported this idea  ·  Jan 20, 2023