205 results found
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Post Signature Forking Capability
Chained document logic and version-controlled document workflow where:
A signed doc triggers creation of a new, modified version
That new version inherits or references the signed one
Applications include renewals, amendments, or rent-to-own transitions2 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
AI document search tool
I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.
2 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
2 votes -
Automation: Add Triggers like Expired and Declined Documents
other triggers in automation like declined or expired
1 vote -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
1 vote -
Identify Bulk Send Documents via API
Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.
2 votes -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
7 votes -
automation: completed document triggers to create a room from a room template
Sales handoff to onboarding and project management:
automation: when a document is in "completed" status, tigger to create a room from a room template2 votes -
[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid
2 votes -
2 votes
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Specify file location when uploading completed document to Greenhouse.
Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.
2 votes -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
2 votes -
When a contract has been signed in advance - add a date for when the next document needs to be sent eg. the start date of the contract
When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.
1 voteHi,
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Schedule sending document with touch of Automation (something to connect the 2 documents)
Schedule sending document with touch of Automation
Example:
- create (Disclosure agreement)
- Created the 2nd document
How to work:
Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.
or
Improve the automation feature, I tried it but it did not work well on the types of the document we have.
It only have an option to put an specific template, better if we can link an created document.??
1 vote -
Change opportunity stage in Copper when PandaDoc document status has changed
To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.
1 vote -
Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
3 votes -
To show that the changes in SalesForce was made by the automation
The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.
2 votes -
Add and remove line items in Pipedrive whenever a document status changed
Add and remove line items in Pipedrive whenever a document status changed
1 vote
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