176 results found
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can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votesValeryia Baranava responded
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Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
3 votes
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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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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 votesHi! 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.
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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 -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
2 votes -
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 -
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 template2 votes -
[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 -
2 votes
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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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