223 results found
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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.
10 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
3 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 -
3 votes
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sending another document based on recipient's chosen product from initial document that was sent
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.
3 votes -
Export emails from viewed documents to MailChimp to retarget
Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.
1 vote -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
View all automations (pagination)
currently, can only view 100 automations, ,pagination is one good idea to view all automations
2 votes -
Web Forms Populating to PandaDoc
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 -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
Automation: Move document to a workspace upon an event
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 -
Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
5 votes
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