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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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108 results found

  1. Push recurring totals from Quote Builder to HubSpot Deal properties after document completion

    Automation: Push recurring totals from Quote Builder to HubSpot Deal properties after document completion

    2 votes

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  2. Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"

    If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Automate sending a Report based on data within an account's Reports tab.

    Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Ability to rename automation

    Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.

    2 votes

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  5. Automation: Automation with LinkSquare

    Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.

    2 votes

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  6. Catalog: Automatically update Catalog based on information in Monday.com

    Have the ability to pass Monday.com products to the PandaDoc catalog automatically.

    2 votes

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  7. Zoho 2 Way Sync: update variables from Zoho CRM

    Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Automations for Zendesk Support: Automatically generate a document when a ticket status changes

    Add automation for Zendesk Support to generate a document automatically when a ticket status changes.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  9. AI document search tool

    I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Update unit cost in Hubspot

    Update unit cost is the line item cost is changed in PandaDoc

    2 votes

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  11. Identify Bulk Send Documents via API

    Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. automation: completed document triggers to create a room from a room template

    Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. [Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid

    I'd like an automated 'recipe' that exports a PDF of a document to Google Drive once it moves from Seen to Waiting to be paid OR Paid

    2 votes

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  14. Automations: create an automation that automatically saves completed documents from PandaDoc to Google Drive without specifying a template

    2 votes

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  15. Specify file location when uploading completed document to Greenhouse.

    Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

    2 votes

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  16. Zendesk Support Automation: If there's a new ticket submitted then it will create a document

    Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  17. Automation for closed lost when the document is expired in HubSpot

    Automation for closed lost when the document is expired in HubSpot

    2 votes

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  18. When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc

    When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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  19. Move to Folder Automation--Need more options & ability to edit

    The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.

    Additionally, it would be more helpful to not have the automation tied to the template in…

    2 votes

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    2 comments  ·  Automations  ·  Admin →
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  20. Auto decline after a specified period of expiration

    Auto decline after a specified period of expiration

    2 votes

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