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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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    0 comments  ·  Automations  ·  Admin →
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  2. 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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    0 comments  ·  Automations  ·  Admin →
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  3. 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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  4. 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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  5. 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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    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!

  6. 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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    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.
  7. 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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  8. 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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  9. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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

    8 votes

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  11. 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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  12. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  13. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    3 votes

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  14. Automations with notion.so

    1 vote

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  15. When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    4 votes

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  16. 3 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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  18. Option to setup a custom email message when sending another document via Automation

    2 votes

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  19. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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  20. Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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