199 results found
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Automation: Send the document when the approver approves
To have an option for automation when the document is approved then it will automatically sent to the signer.
1 vote -
Schedule sending document with touch of Automation (something to connect the 2 documents)
Schedule sending document with touch of Automation
Example:
- create (Disclosure agreement)
- Created the 2nd document
How to work:
Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.
or
Improve the automation feature, I tried it but it did not work well on the types of the document we have.
It only have an option to put an specific template, better if we can link an created document.??
1 vote -
1 vote
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Change opportunity stage in Copper when PandaDoc document status has changed
To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.
1 vote -
Automatically Sign a form after recipient signs.
Have the ability to sign a form automatically after the recipient signs it. Or be able to pre-sign a form.
1 vote -
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
1 vote -
Add and remove line items in Pipedrive whenever a document status changed
Add and remove line items in Pipedrive whenever a document status changed
1 vote -
Create Gmail email with PDF once status is changed to "Sent"
My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.
1 vote -
Populate signature automation
Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.
1 vote -
Create a contact in hubspot from fields in document.
We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.
1 vote -
Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Ability to use Pipedrive automations with Quote Builder block
This is specifically about the Pipedrive automation 'Update Pipedrive deal product items whenever a document’s status is updated'. Right now, this can only be used with a Pricing Table.
1 vote -
Prepend name of uploaded documents to match the PandaDoc document when uploading to SharePoint
Currently the SharePoint upload includes the option for including the "uploaded documents". I would like to have an option to prepend the included filename to match the PandaDoc master document so that uploaded files are easily matched to the main document.
If the Pandadoc template and document is Test123.pdf and the user uploads two documents with it then the three documents loaded into SharePoint would Test123.pdf, Test123Doc1.pdf and Test123Doc2.pdf.
1 vote -
Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Automations: move Document to another folder based on Date
I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.
1 vote -
Fields automatically filling in from information from the quote builder
Whenever a preset item is selected using the quote builder, information within the quote builder is automatically copied into the correct fields, which are linked manually within the template.
This would stop the user having to manually enter this same information into fields which takes time and more opportunity to make a mistake.
1 vote -
Automated welcome email after a doc is completed
I believe, sending an automated welcome email after clients sign a doc, will become a game changer if we can have this feature.
1 vote -
When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc
When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc
1 vote -
Allow a copy of all completed agreements to store externally without template requirement (GDrive)
Allow a copy of all completed agreements to store externally without template requirement (GDrive). This is particularly helpful as we have 30+ templates whereby 1 rule needs to be added for external saving of the agreements (Regulatory requirement). We face the issue if a template is created and the automation isn't saved then the agreement will not be stored externally.
1 vote -
When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due
When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.
1 vote
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