183 results found
-
1 vote
-
Move document only allows for templates. Allow forms also
Move document only allows for templates. Allow forms also
1 vote -
Click Up CRM for automation
It would be wonderful if click-up were a CRM automation possibility.
1 vote -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
1 vote
-
Export emails from viewed documents to MailChimp to retarget
Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.
1 vote -
HubSpot automations: update recurring billing date for line item
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 -
Web Forms Populating to PandaDoc
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 -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
Send a document for signature every month
I am looking to automatically send the same document for signature every month.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Is there any way that PandaDoc can embeded into Salesforce Quote Object , as of now we are going to pandaDoc website and creating templates
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 -
Upload contracts to a new folder in Google docs with the folder name being created using the Deal Name (or other HubSpot property)
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 -
Automation: Move document to a workspace upon an event
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 -
Duplicate Automations with Duplicated Templates
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 -
Export INDIVIDUAL LINKS
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 -
Automatically set the document name (add date, etc)
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 -
send a pandadoc document when a form is filled up
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 -
1 vote
-
1 vote
- Don't see your idea?