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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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  2. Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail

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  3. 1 vote

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  4. When the document's status changes - > move the deal to the custom stage via Automations feature

    1 vote

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  5. Moving draft documents to a selected PandaDoc folder

    1 vote

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  6. Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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  7. update products in SF based on the recipient's.

    1 vote

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  8. We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    1 vote

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  9. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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  10. Options to reject the documents once the comments has been noted or written.

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  11. 1 vote

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  12. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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  13. Zapier automation that notifies when someone leaves message in chat

    1 vote

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  14. Option to set up the automation to save PDF to a folder like Desktop on your local PC

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  15. 1 vote

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  16. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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  17. Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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  18. 1 vote

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  19. 1 vote

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    1 comment  ·  Automations  ·  Admin →
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  20. For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.

    1 vote

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