174 results found
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When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due
When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.
1 vote -
Increase File Size for Automation w/SFDC
Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.
1 vote -
Move to Folder Automation--Need more options & ability to edit
The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.
Additionally, it would be more helpful to not have the automation tied to the template in…
1 vote -
Move documents to a folder based on variables
We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.
Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.
The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.
1 vote -
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 vote -
Automatically Move a Document to a Specified Folder Based on Specific Field Criteria
The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:
A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).
1 vote -
If a renewal date comes up, I'd like to receive a slack notification to a specific channel
If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel
1 vote -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
2 votes -
External Automations: Auto-Add Predefined Products with Catalog Items
External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.
2 votes -
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
1 vote -
2 votes
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Pandadoc AuditTrail to Salesforce
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 -
Push PD doc status to any Dynamics table that is mapped to a template
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 -
Automations with notion.so
Automations with notion.so
1 vote -
1 vote
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[MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder
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 -
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 -
Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation
2 votes -
Upload PandaDoc signed documents to Nimble CRM contacts files.
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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