183 results found
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auto PandaDoc creation from HubSpot sequence
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
1 vote -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Automatically send access into a pandadoc room once a form is signed
Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed
We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform
1 vote -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
4 votes -
Restore deleted PandaDoc automations as inactive.
Restore deleted PandaDoc automations as inactive.
1 vote -
Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
Automations: Attach PDF to Zendesk sell when PandaDoc document status changed
Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed
4 votes -
Automation with Hubspot
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
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 -
12 votes
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Automations with Hubspot
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
1 vote -
Individual documents in Bundle Automatically pushed into proper PDoc Folders
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 -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
Automations in shared templates
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 -
Automation: Document Sent or Opened, Change Stage
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 -
Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
1 vote -
Automation: Send Documents
Automation: Send document automatically once recipients has been added
1 vote -
Set HubSpot property value based on selected content block in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".1 vote -
Automation: Moving Sent or Completed Documents to a Selected Folder Across Workspaces
Moving sent or completed documents to a selected folder across workspaces
4 votes -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote
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