198 results found
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[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.
8 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
8 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
8 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
8 votes -
8 votes
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Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
7 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
7 votes -
automatically change document status to Completed
automatically change document status to Completed
7 votes -
Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
7 votes -
Document generated by automation should be sent by original sender and not admin owner
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.
6 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
6 votes
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When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
5 votes -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votes -
Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Automate the signature when the initial signer has completed the document
If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.
5 votes -
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.
5 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Automations: change document name after document completion
Change document name after document completion
4 votes
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