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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
6 votes -
6 votes
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Set a character limit in text boxes (fields).
Set a character limit in text boxes (fields).
28 votes -
2-way sync with Insightly
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 -
Aggregate Document Analytics in Reporting Dashboard
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 -
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
19 votes -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
3 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
3 votes -
3 votes
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2 votes
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3 votes
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3 votes
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3 votes
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2 votes
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Expanding text fields: The ability to text fields to get bigger as recipients are tying/not have character limits.
Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.
19 votes -
24 votes
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3 votes
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18 votes
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Pipedrive automation
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
4 votes -
21 votes
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