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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 8 votes

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

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  3. 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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  4. automatically change document status to Completed

    7 votes

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    3 comments  ·  Automations  ·  Admin →
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  5. 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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  6. 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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  7. 5 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. 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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  9. 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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  10. 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.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. 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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  12. For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  13. transfer content blocks to another document after document has been completed/signed

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. 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.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. 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

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    0 comments  ·  Automations  ·  Admin →
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  16. 4 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. 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

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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