176 results found
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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 -
Use pricing table information from first document as variables on the second document when Sending another document Automation
Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation
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 -
Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Automation: Send a document based on the selected choice of a recipient from the first document
Would like the automation to send a document based on the choice that a recipient made on the first document
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 -
automatically send email after document is complete
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.
3 votes -
Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 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
3 votes -
3 votes
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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 -
Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
When the document's status changes - > move the deal to the CUSTOM stage via Automations feature
When the document's status changes - > move the deal to the custom stage via Automations feature
3 votes -
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votesValeryia Baranava responded
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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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3 votes
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Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.
3 votes
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