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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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161 results found

  1. Automation: Send document automatically once recipients has been added

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. 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

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    0 comments  ·  Automations  ·  Admin →
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  3. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Zoho trigger status for expired documents

    1 vote

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  5. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Please allow line items to be updated or created for Company, Contact, Deal, or Custom Object.

    1 vote

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  8. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    4 votes

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  10. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. When a meeting is booked in Hubspot, a PandaDoc document is automatically sent

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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  13. Move document only allows for templates. Allow forms also

    1 vote

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  14. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document

    2 votes

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  16. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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  17. Customer would like to download the document via automation in separate PDF files when the document is in bundled.

    1 vote

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  18. More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  20. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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