186 results found
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Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Zoho trigger status for expired documents
Zoho trigger status for expired documents
1 vote -
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 -
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 -
1 vote
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1 vote
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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
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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
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