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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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187 results found

  1. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    8 votes

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    2 comments  ·  Automations  ·  Admin →
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  2. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  3. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  4. transfer content blocks to another document after document has been completed/signed

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Ability to set a default CC'd recipient email for all documents

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. automatically change document status to Completed

    7 votes

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    3 comments  ·  Automations  ·  Admin →
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  7. 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.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  9. 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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    0 comments  ·  Automations  ·  Admin →
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  10. 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

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    2 comments  ·  Automations  ·  Admin →
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  11. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 6 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Have the pricing table tax automate based on a zipcode within the document

    6 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. 5 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  18. Ability for Variables in Document Title will be supported in automations

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. 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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  20. 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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