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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. 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

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    0 comments  ·  Automations  ·  Admin →
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  2. 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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  3. When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.

    This would be useful for a lot of service-based businesses who invoice after work is complete

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. 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

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    0 comments  ·  Automations  ·  Admin →
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  7. 3 votes

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  8. 3 votes

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  9. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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  11. can the Fee column be automated from the catalog

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  13. When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. change the document status automatically from expired to declined

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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  17. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    2 votes

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  18. 2 votes

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  19. At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    2 votes

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