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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.

    1 vote

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  2. The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.

    Additionally, it would be more helpful to not have the automation tied to the template in…

    1 vote

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  3. We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.

    Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.

    The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.

    1 vote

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  4. Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.

    1 vote

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  5. The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:

    A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).

    1 vote

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  6. If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel

    1 vote

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  7. Auto decline after a specified period of expiration

    1 vote

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  8. I would like to map Audit Trail Events and statistics to Salesforce Event.

    In that way I have all aligned and Einstein that understand what happened in pandadoc files. I cannot see it in Automations :)

    1 vote

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  9. Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.

    The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.

    The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…

    1 vote

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  10. Automations with notion.so

    1 vote

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  11. 1 vote

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  12. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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  13. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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  14. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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  15. Restore deleted PandaDoc automations as inactive.

    1 vote

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  16. A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.

    1 vote

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  17. Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)

    1 vote

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  18. Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.

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  19. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    1 vote

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  20. It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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