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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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198 results found

  1. Add and remove line items in Pipedrive whenever a document status changed

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Quote builder to be available in Make.com, Zapier, Workato

    24 votes

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    4 comments  ·  Automations  ·  Admin →
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  3. The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.

    1 vote

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  8. I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.

    For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. a way to have an email sent any time our "Estimate" document goes to a "Sent" status.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. This is specifically about the Pipedrive automation 'Update Pipedrive deal product items whenever a document’s status is updated'. Right now, this can only be used with a Pricing Table.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Currently the SharePoint upload includes the option for including the "uploaded documents". I would like to have an option to prepend the included filename to match the PandaDoc master document so that uploaded files are easily matched to the main document.

    If the Pandadoc template and document is Test123.pdf and the user uploads two documents with it then the three documents loaded into SharePoint would Test123.pdf, Test123Doc1.pdf and Test123Doc2.pdf.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.

    Additionally, it would be more helpful to not have the automation tied to the template in…

    1 vote

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    1 comment  ·  Automations  ·  Admin →
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  13. I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    4 comments  ·  Automations  ·  Admin →
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  14. The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:

    A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Change document name after document completion

    4 votes

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  16. 3 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. Ability to edit template without creating a new automation. Edit "When" not just "Then" section.

    1 vote

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  18. change the document status automatically from expired to declined

    2 votes

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  19. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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  20. External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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