205 results found
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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
3 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: change document name after document completion
Change document name after document completion
4 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 -
Automation: create a new customer in Chargebee once the document is completed
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 -
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.
8 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 -
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 -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
4 votes
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Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Automation: Document Sent or Opened, Change Stage
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 voteHi,
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 check the link below:
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Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
3 votes -
Automations: custom email message when sending another document
Option to setup a custom email message when sending another document via Automation
2 votes -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Zoho trigger status for expired documents
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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