88 results found
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12 votes
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Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
37 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 -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
20 votes -
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 -
2 votes
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Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
2 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
35 votes -
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.
1 vote -
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
4 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
7 votes -
5 votes
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Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
3 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
6 votes -
3 votes
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