108 results found
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Automations for Xero
Automations for Xero
4 votes -
Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
4 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Line numbers: automated line numbers generated along the left margin of the document as in MS Word
to have automated line numbers generated along the left margin of the document as in MS Word https://support.microsoft.com/en-au/office/add-or-remove-line-numbers-b67cd35e-422c-42eb-adc9-256ca9802e22
4 votesValeryia Baranava responded
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4 votes
Dear Tammy,
This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.
I appreciate your time and looking forward to hearing back from you!
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Quickbooks sales tax automation
Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.
4 votes -
Conditional logic for "Send another document" automation — trigger based on certain criteria
A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.
3 votes -
Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
3 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
3 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
3 votes -
Search option in Automations
Make it possible to search the automations, its time consuming to scroll through an entire list of automations
3 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
3 votes -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 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.
3 votes -
Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
3 votes -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
3 votes -
3 votes
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QES available via API
QES available via API - Needs QES enabled automatically in a Make (Integromat) workflow when creating a document from a template.
2 votes -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
2 votes -
Creating email notifications/ tasks sent to the document owner/ sender
Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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