Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Send a receipt from PandaDoc for the paid document.

    11 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  3. 1 vote

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  4. ability to create Stripe products from the Stripe payment integration

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  5. change app language to Indonesian

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →

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  6. export template title list per workspace

    1 vote

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  7. 6 votes

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  8. Export sections of a document instead of the whole document

    4 votes

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  9. 5 votes

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  10. 5 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  11. 1 vote

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  12. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    7 votes

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  13. Having an option to define a user/users who cannot send their documents out without having them approved

    2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  14. can add a link to template or document and make it mandatory to click before completing the document.

    4 votes

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  15. 20 votes

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  16. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    6 votes

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  17. 6 votes

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  18. Set a character limit in text boxes (fields).

    28 votes

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  19. As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
    IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
    That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…

    3 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  20. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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