201 results found
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Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
1 vote
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When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
Draft Status Option for Automation
Moving draft documents to a selected PandaDoc folder
1 vote -
Smart content and custom fields and conditions
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 -
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.
5 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.
2 votes -
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%
26 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.
4 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
48 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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