185 results found
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update products in SF based on the recipient's.
update products in SF based on the recipient's.
1 vote -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
4 votes -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
1 vote -
2 votes
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Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
1 vote -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
20 votes -
Reject the documents once the comments has been noted or written.
Options to reject the documents once the comments has been noted or written.
1 vote -
Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
3 votes -
3 votes
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link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
trigger to login in PandaDoc
triggers to login process after typing username and password and then clicking/pressing ENTER
2 votes -
Zapier automation that notifies when someone leaves message in chat
Zapier automation that notifies when someone leaves message in chat
1 vote -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
38 votes -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
1 vote
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Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
1 vote -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Line numbers: automated line numbers generated along the left margin of the document as in MS Word
to have automated line numbers generated along the left margin of the document as in MS Word https://support.microsoft.com/en-au/office/add-or-remove-line-numbers-b67cd35e-422c-42eb-adc9-256ca9802e22
3 votes
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