198 results found
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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 -
3 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,
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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 -
SharePoint integration include Teams not just Sites
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 -
automatically send email after document is complete
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 -
Document generated by automation should be sent by original sender and not admin owner
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 -
1 vote
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Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
2 votes -
Click Up CRM for automation
It would be wonderful if click-up were a CRM automation possibility.
2 votes -
add content library to documents using automations
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 -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
Automation: The automatically sent document will contain information provided by the recipients from the first document
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
4 votes
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