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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. 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

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    0 comments  ·  Automations  ·  Admin →
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  2. automations for Xero

    2 votes

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  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. transfer content blocks to another document after document has been completed/signed

    7 votes

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  8. 1 vote

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  9. 1 vote

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  10. 12 votes

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  11. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    6 votes

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  13. I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    2 votes

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  14. Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.

    Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.

    2 votes

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  15. Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail

    1 vote

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  16. 1 vote

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  17. When the document's status changes - > move the deal to the custom stage via Automations feature

    2 votes

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  18. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  19. Moving draft documents to a selected PandaDoc folder

    1 vote

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  20. Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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