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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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201 results found

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

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. 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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    0 comments  ·  Automations  ·  Admin →
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  3. 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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    1 comment  ·  Automations  ·  Admin →
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  4. 3 votes

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    2 comments  ·  Automations  ·  Admin →
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  5. 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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    0 comments  ·  Automations  ·  Admin →
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  6. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Ability for Variables in Document Title will be supported in automations

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. 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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  9. 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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    0 comments  ·  Automations  ·  Admin →
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  10. Use-case: automatically create and send a recurring monthly invoice as a document to the same person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Integration to Synergetic with PandaDoc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Move a document from one workspace to another upon an event.
    For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
    An automation that would move a contract upon Completion to a certain workspace would achieve that.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. Moving sent or completed documents to a selected folder across workspaces

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. 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

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. 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

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    0 comments  ·  Automations  ·  Admin →
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  18. 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.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Quote builder to be available in Make.com, Zapier, Workato

    24 votes

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    4 comments  ·  Automations  ·  Admin →
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  20. 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

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    0 comments  ·  Automations  ·  Admin →
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