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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. change document name after document completion

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. 2 votes

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    1 comment  ·  Automations  ·  Admin →
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  7. Ability to automatically send a document/form to be signed by the client and have it accompanied by two "boxes" in which they can attach a photo. Then have it download as a PDF

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Would like the automation to send a document based on the choice that a recipient made on the first document

    2 votes

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  9. A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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

    2 votes

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  14. add shared template as an option when selecting template in automations setup

    2 votes

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  15. 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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  16. Contract that automatically sends to all participants after purchase.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. 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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  18. 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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  19. 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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    0 comments  ·  Automations  ·  Admin →
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  20. automations for Xero

    2 votes

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