196 results found
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Automatically sync fields in Pipedrive CRM from Pandadoc form
Automatically fill in fields in Pipedrive CRM when the linked field is filled in on a Pandadoc form. For example, adres etc.
1 vote -
Printavo
Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other
1 vote -
Automatically Sign a form after recipient signs.
Have the ability to sign a form automatically after the recipient signs it. Or be able to pre-sign a form.
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
2 votes -
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
1 vote -
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 -
Create Gmail email with PDF once status is changed to "Sent"
My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.
1 vote -
Populate signature automation
Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.
1 vote -
Create a contact in hubspot from fields in document.
We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.
1 vote -
Automation: Send completed document to other recipients
I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.
For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)
1 vote -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.
2 votes -
Ability to use Pipedrive automations with Quote Builder block
This is specifically about the Pipedrive automation 'Update Pipedrive deal product items whenever a document’s status is updated'. Right now, this can only be used with a Pricing Table.
1 vote -
Zendesk Support Automation: If there's a new ticket submitted then it will create a document
Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document
2 votes -
Prepend name of uploaded documents to match the PandaDoc document when uploading to SharePoint
Currently the SharePoint upload includes the option for including the "uploaded documents". I would like to have an option to prepend the included filename to match the PandaDoc master document so that uploaded files are easily matched to the main document.
If the Pandadoc template and document is Test123.pdf and the user uploads two documents with it then the three documents loaded into SharePoint would Test123.pdf, Test123Doc1.pdf and Test123Doc2.pdf.
1 vote -
2 votes
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MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens
Make MS Dynamics automation work with a document created from the account object.
We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.
2 votes -
automation of changing/switching signers after the suggested edits have been made
client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.
2 votes
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