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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. change the document status automatically from expired to declined

    2 votes

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

    2 votes

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  4. Auto decline after a specified period of expiration

    1 vote

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  5. 2 votes

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  6. 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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  7. 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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  8. 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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  9. Automations with notion.so

    1 vote

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  10. 1 vote

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  11. 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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  12. 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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  13. 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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  14. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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  15. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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  16. get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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  17. change document name after document completion

    2 votes

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  18. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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  19. Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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  20. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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