182 results found
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Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
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 -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
2 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
4 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
To move documents based on document status using template roles to a specific PandaDoc folder
To move documents to a specific folder based on document status and roles so that I can establish views and authorization by folder within Pandadoc
2 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
20 votes -
automations for Xero
automations for Xero
2 votes -
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 -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
2 votes -
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 -
Add templates to scheduling apps to auto send when setting up an appointment
Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.
2 votes
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