183 results found
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Zoho trigger status for expired documents
Zoho trigger status for expired documents
1 vote -
add content library to documents using automations
If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document
2 votes -
automatically send email after document is complete
Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.
This would save us thousands of clicks and hours of time every day.
1 vote -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
Hubspot line item update options - Comapny, Contact, Deal, Custom Object
Please allow line items to be updated or created for Company, Contact, Deal, or Custom Object.
1 vote -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes -
1 vote
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1 vote
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When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
3 votes -
View all automations (pagination)
currently, can only view 100 automations, ,pagination is one good idea to view all automations
2 votes -
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 -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
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
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Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
5 votes -
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 -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
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
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