183 results found
-
When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
3 votes -
Integrations with Asana - Asana form to automate drafting a Template
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 -
Duplicate Automations with Duplicated Templates
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.
1 vote -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
22 votes -
Export INDIVIDUAL LINKS
Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature
Thank you!
1 vote -
Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
5 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes -
Automatically set the document name (add date, etc)
An automation to set a documents name to attributes when created or changed would be a nice way to manage and ensure documents can be found later down the road. n
1 vote -
send a pandadoc document when a form is filled up
whenever a form is filled up, automatically send a pandadoc document.
use case: customer completes enquiry form, then i automatically want to send them a contract
1 vote -
Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
To move documents based on document status using template roles to a specific PandaDoc folder
To move documents to a specific folder based on document status and roles so that I can establish views and authorization by folder within Pandadoc
2 votes -
automations for Xero
automations for Xero
2 votes -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
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 -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Send completed docs to folders through variable token
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!
2 votes -
Automations: Pipedrive attach PDF when document completed
I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.
2 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
5 votes -
1 vote
- Don't see your idea?