186 results found
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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 -
send a pandadoc document when a form is filled up
whenever a form is filled up, automatically send a pandadoc document.
use case: customer completes enquiry form, then i automatically want to send them a contract
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1 vote
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1 vote
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1 vote
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Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
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1 vote
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1 vote
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Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
1 vote
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Draft Status Option for Automation
Moving draft documents to a selected PandaDoc folder
1 vote -
Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 vote -
update products in SF based on the recipient's.
update products in SF based on the recipient's.
1 vote -
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 -
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 -
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 -
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
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