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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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161 results found

  1. A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Ability for Variables in Document Title will be supported in automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Moving sent or completed documents to a selected folder across workspaces

    2 votes

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  6. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. quote builder to be available in Make.com

    2 votes

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  8. Contract that automatically sends to all participants after purchase.

    2 votes

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  9. Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Pandadoc X Monday.com

    On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.

    2 votes

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  12. To move documents to a specific folder based on document status and roles so that I can establish views and authorization by folder within Pandadoc

    2 votes

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  13. automations for Xero

    2 votes

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  14. Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.

    2 votes

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  15. Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!

    2 votes

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  16. 2 votes

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  17. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  18. I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    2 votes

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  19. 2 votes

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  20. 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

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