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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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198 results found

  1. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    2 votes

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  2. 2 votes

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  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    1 vote

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  8. 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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  9. Allow a copy of all completed agreements to store externally without template requirement (GDrive). This is particularly helpful as we have 30+ templates whereby 1 rule needs to be added for external saving of the agreements (Regulatory requirement). We face the issue if a template is created and the automation isn't saved then the agreement will not be stored externally.

    1 vote

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  10. When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.

    1 vote

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  11. Would like the automation to send a document based on the choice that a recipient made on the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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  13. Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  14. Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Select Connect account during the Automations setup.
    2. In the Authorization window, scroll to Site name.
    3. Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
    4. Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
  15. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel

    1 vote

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  17. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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  18. Auto decline after a specified period of expiration

    1 vote

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  19. Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.

    The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.

    The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…

    1 vote

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  20. Ability for Variables in Document Title will be supported in automations

    7 votes

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