223 results found
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Automatically update the product catalog when the bookkeeping is updated
We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping
3 votes -
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 -
Automation: Create a lead in Salesforce once a document is signed
Automation: Create a lead in Salesforce once a document is signed
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 -
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 -
Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
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 -
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 -
Post Signature Forking Capability
Chained document logic and version-controlled document workflow where:
A signed doc triggers creation of a new, modified version
That new version inherits or references the signed one
Applications include renewals, amendments, or rent-to-own transitions2 votes -
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 -
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
2 votes -
To show that the changes in SalesForce was made by the automation
The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.
2 votes -
Automations: when a form is completed, the finalized document should be automatically transferred to a specified Room
Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.
2 votes -
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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