205 results found
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When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc
When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc
2 votes -
4 votes
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Automations: email sent when document status is "Sent"
a way to have an email sent any time our "Estimate" document goes to a "Sent" status.
2 votes -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
3 votes -
Ability to use Pipedrive automations with Quote Builder block
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 -
Prepend name of uploaded documents to match the PandaDoc document when uploading to SharePoint
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 -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
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 -
Automatically Move a Document to a Specified Folder Based on Specific Field Criteria
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 -
Automations: change document name after document completion
Change document name after document completion
4 votes -
Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Automations in shared templates
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 -
External Automations: Auto-Add Predefined Products with Catalog Items
External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.
2 votes -
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes -
2 votes
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Use pricing table information from first document as variables on the second document when Sending another document Automation
Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation
3 votes -
Automations: move Document to another folder based on Date
I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.
1 vote -
Fields automatically filling in from information from the quote builder
Whenever a preset item is selected using the quote builder, information within the quote builder is automatically copied into the correct fields, which are linked manually within the template.
This would stop the user having to manually enter this same information into fields which takes time and more opportunity to make a mistake.
1 vote -
Automated welcome email after a doc is completed
I believe, sending an automated welcome email after clients sign a doc, will become a game changer if we can have this feature.
1 vote -
Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
6 votes
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