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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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197 results found

  1. 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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    0 comments  ·  Automations  ·  Admin →
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  2. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary

    2 votes

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    2 comments  ·  Automations  ·  Admin →
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  3. Automations: email sent when document status is "Sent"

    a way to have an email sent any time our "Estimate" document goes to a "Sent" status.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Automatically Move a Document to a Specified Folder Based on Specific Field Criteria

    The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:

    A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. change the document status automatically from expired to declined

    change the document status automatically from expired to declined

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. External Automations: Auto-Add Predefined Products with Catalog Items

    External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. 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

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Automations: Be able to use subfolders

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. [MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder

    At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Search option in Automations

    Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Automations: custom email message when sending another document

    Option to setup a custom email message when sending another document via Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. 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

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Automation: send Excel spreadsheet automatically once document reaches Completed status

    Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. 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.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. View all automations (pagination)

    currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. add shared template as an option when selecting template in automations setup

    add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Integrations with Asana - Asana form to automate drafting a Template

    My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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