186 results found
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Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
11 votes -
update products in SF based on the recipient's.
update products in SF based on the recipient's.
1 vote -
trigger to login in PandaDoc
triggers to login process after typing username and password and then clicking/pressing ENTER
2 votes -
Salesforce Data to Populate Checkbox in Doc
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 -
Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
1 vote -
3 votes
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Reject the documents once the comments has been noted or written.
Options to reject the documents once the comments has been noted or written.
1 vote -
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.
3 votes -
Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
Zapier automation that notifies when someone leaves message in chat
Zapier automation that notifies when someone leaves message in chat
1 vote -
1 vote
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Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
1 vote
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4 votes
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Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
1 vote -
Automate the signature when the initial signer has completed the document
If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.
4 votes -
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.
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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