108 results found
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Zoho trigger status for expired documents
Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!
2 votes -
Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.
2 votesValeryia Baranava responded
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2 votes
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2 votes
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!
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Apply automation to a Workspace
Need the ability to set up an automation for a workspace. For instance, any completed document is directed to a workspace cloud location like BOX for archiving. Currently have to remember to set up automation for each template or document which can lead to missed archiving.
1 vote -
expiration reminder
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Proposal expiration reminder automation
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
MondayCRM
- Change MondayCRM task's column status when document is sent
- Change MondayCRM task's column status when document is completed
- Attach PDF to MondayCRM task when document is completed
1 vote -
1 vote
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Change Deal Stage in Pipedrive once document is sent/viewed
Change Deal Stage in Pipedrive once document is sent/viewed
1 vote -
Ability to create a single contract that links to multiple opportunities or deals in a CRM with automations for them all.
Some clients manage complex accounts where multiple reps are working multiple deals simultaneously — each tracked as a separate opportunity. However, when it comes time to execute, all of those deals are consolidated into a single contract.
The current automation only applies to the primary opportunity, which means once the contract is signed, there's manual backend work required to update the remaining opportunities.
The ability to link multiple opportunities to a single contract would eliminate that manual overhead and ensure automation fires accurately across all associated deals.1 vote -
UPDATE CERTAIN PIPEDRIVE FIELDS
I have seen that it is possible to update fields in Pipedrive through variables present in a document. Although there is no way at the moment, to decide WHICH varibles (and so CRM fields) to update, leaving the others unchanged.
1 vote -
AI Summary Email for all contacts signed
Please provide an AI-generated summary of the contact highlight terms, billing contact, and billing information. The start date should be sent automatically to set email address for internal uses only.
1 vote -
Send a viewer of a PandaDoc Room to Hubspot as a new contact
When someone logs in to view content from a sales room, push their data to Hubspot to create a prospect if they are not in Hubspot already.
1 voteHi. 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!
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Option to set up a trigger on a partially signed document
we are wanting to set up an automation with our HubSpot account. However, we need an automation to run only 1 our of 2 people have signed the document? (partially signed).
1 vote -
Dynamic column show/hide in CPQ workflows
It would be nice if quote builder columns could be dynamically set to show/hide to end user utilizing the rules engine in workflows. We have multiple use cases where this is valuable: multi-year agreements with price fluctuations, multi-component dynamic true-up clauses.
1 vote -
I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
1 voteHi,
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, check the link below:
Sending another document when PandaDoc document status changes
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When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote
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