183 results found
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Automatically update the product catalog when the bookkeeping is updated
We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping
3 votes -
search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
2 votes -
automations - get credit card details and transfer details to a new template
get credit card details from recipients without charging any amount and transfer details to a new template
2 votes -
automations - change document name after document completion
change document name after document completion
2 votes -
2 votes
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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 -
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 -
SharePoint integration include Teams not just Sites
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 -
Automation with Hubspot
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
add content library to documents using automations
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 -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes -
View all automations (pagination)
currently, can only view 100 automations, ,pagination is one good idea to view all automations
2 votes -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
Update deal amount property in hubspot when quote builder is edited
Map any edits made within a quote builder back to hubspot, amount and cost monthly properties
2 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
To move documents based on document status using template roles to a specific PandaDoc folder
To move documents to a specific folder based on document status and roles so that I can establish views and authorization by folder within Pandadoc
2 votes
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