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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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198 results found

  1. It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Moving sent or completed documents to a selected folder across workspaces

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. transfer content blocks to another document after document has been completed/signed

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Automations for Monday CRM, for example:
    Update a stage or a field in Monday.com when a doc status is changing

    21 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. Customer would like to download the document via automation in separate PDF files when the document is in bundled.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. Auto-fill sender's signature once the document is signed by the client

    47 votes

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    2 comments  ·  Automations  ·  Admin →
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  16. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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  20. Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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