178 results found
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Automation with Chargebee
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 -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Select multiple templates within the automations workflow
Can only select one template at a time (have a customer who uses over 180-200 templates (workflows). Will add a video clip example from the call once it's available!
1 vote -
Automatically send access into a pandadoc room once a form is signed
Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed
We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform
1 vote -
Restore deleted PandaDoc automations as inactive.
Restore deleted PandaDoc automations as inactive.
1 vote -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
1 vote -
Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.
1 vote -
Automations with Hubspot
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
1 vote -
Individual documents in Bundle Automatically pushed into proper PDoc Folders
Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)
1 vote -
2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
1 vote
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Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
1 vote -
Automatically Send Documents/Forms daily
Ability to automatically send a document/form to be signed by the client and have it accompanied by two "boxes" in which they can attach a photo. Then have it download as a PDF
2 votes -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
1 vote -
Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
1 vote -
Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
3 votes -
recipient cannot see or unlock the license before signing up or filling out the form
A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form
2 votes -
Automation: Send Documents
Automation: Send document automatically once recipients has been added
1 vote -
Set HubSpot property value based on selected content block in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".1 vote -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote
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