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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. Quote builder to be available in Make.com, Zapier, Workato

    22 votes

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    3 comments  ·  Automations  ·  Admin →
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  2. change the document status automatically from expired to declined

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    10 votes

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    3 comments  ·  Automations  ·  Admin →
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  8. At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. 2 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. Auto decline after a specified period of expiration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. change document name after document completion

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. I would like to map Audit Trail Events and statistics to Salesforce Event.

    In that way I have all aligned and Einstein that understand what happened in pandadoc files. I cannot see it in Automations :)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.

    The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.

    The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  20. Automations with notion.so

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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