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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 separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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

    2 votes

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  5. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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  6. 2 votes

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  7. When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.

    2 votes

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  8. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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  9. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    2 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  10. Automation: Send document automatically once recipients has been added

    1 vote

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  11. In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    1 vote

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  12. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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  13. Zoho trigger status for expired documents

    1 vote

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  14. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    1 vote

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  15. Please allow line items to be updated or created for Company, Contact, Deal, or Custom Object.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Move document only allows for templates. Allow forms also

    1 vote

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  19. 1 vote

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  20. Customer would like to download the document via automation in separate PDF files when the document is in bundled.

    1 vote

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