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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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  3. Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations

    1 vote

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  4. On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.

    1 vote

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  5. Use-case: automatically create and send a recurring monthly invoice as a document to the same person.

    1 vote

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  6. I am looking to automatically send the same document for signature every month.

    1 vote

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  7. 1 vote

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  8. Is there any way that PandaDoc can embeded into Salesforce Quote Object , as of now we are going to pandaDoc website and creating templates. Instead of that can we using in custom button from there we can create templates or docs

    1 vote

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  9. When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Move a document from one workspace to another upon an event.
    For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
    An automation that would move a contract upon Completion to a certain workspace would achieve that.

    1 vote

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  11. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    1 vote

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  12. Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature

    Thank you!

    1 vote

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  13. An automation to set a documents name to attributes when created or changed would be a nice way to manage and ensure documents can be found later down the road. n

    1 vote

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  14. whenever a form is filled up, automatically send a pandadoc document.

    use case: customer completes enquiry form, then i automatically want to send them a contract

    1 vote

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  15. I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.

    Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.

    1 vote

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  20. 1 vote

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