6797 results found
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upload documents to specific Site on SharePoint
Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Select Connect account during the Automations setup.
- In the Authorization window, scroll to Site name.
- Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
- Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
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Add a signature field to the attachment added to the document via Zapier
add a signature field to the attachment added to the document via Zapier
2 votes -
TakePayments - payment integration
TakePayments - payment integration
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Keep the formatting when importing Google Doc
Keep the formatting when importing Google Doc
4 votes -
Ability to add a field caption.
Ability to add a field caption
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
Auto complete documents
Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
19 votes -
API: Reorder document pages
The ability to reorder pages/sections of a document via API.
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
2 votes
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7 votes
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Ability to merge text blocks.
Ability to merge text blocks.
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote -
Use pricing table information from first document as variables on the second document when Sending another document Automation
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 -
2 votes
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Options for symbol shortcuts
Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.
2 votes -
2 votes
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Have a general "To Sign" document status
"To Sign" document status for all documents within the workspace so you can filter them by this status under My documents
2 votes
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