186 results found
-
Forward completed document to specified person(s) once status changes
Have the ability to forward completed documents via an automation vs. having to add people to the document as a CC. Adding as a CC creates a mess when sending via email and also is limited to a certain # of peoplle.
1 vote -
Incorporate time in a field and or auto-fill
We would like to be able to incorporate time into the date of signature. A time format would be like D MMMM YYYY HH:MM
1 vote -
[MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder
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 -
Customize response messages
The ability to customize a response message once a document is received. For example, someone accesses a form link and completes the document
1 vote -
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
2 votes -
Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
2 votes -
Upload PandaDoc signed documents to Nimble CRM contacts files.
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 -
search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
automations - get credit card details and transfer details to a new template
get credit card details from recipients without charging any amount and transfer details to a new template
2 votes -
automations - change document name after document completion
change document name after document completion
2 votes -
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.
1 vote -
auto PandaDoc creation from HubSpot sequence
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
1 vote -
Automation with Chargebee
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Automatically send access into a pandadoc room once a form is signed
Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed
We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform
1 vote -
Restore deleted PandaDoc automations as inactive.
Restore deleted PandaDoc automations as inactive.
1 vote -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
2 votes -
Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.
1 vote -
Automations with Hubspot
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
1 vote -
Individual documents in Bundle Automatically pushed into proper PDoc Folders
Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)
1 vote
- Don't see your idea?