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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. 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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  2. Zoho trigger status for expired documents

    1 vote

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  3. 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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  4. 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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  5. 1 vote

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  6. 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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  7. 1 vote

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  8. 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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  9. Move document only allows for templates. Allow forms also

    1 vote

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  10. 2 votes

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  11. If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document

    3 votes

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  12. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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  13. 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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  14. 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

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. 1 vote

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  16. 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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  17. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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

    6 votes

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  19. 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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  20. On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.

    1 vote

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