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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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223 results found

  1. Pipedrive automations: ability to choose between more document statuses as a trigger

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens

    Make MS Dynamics automation work with a document created from the account object.

    We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. automation of changing/switching signers after the suggested edits have been made

    client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Decline document automatically if the quote in Dynamics 365 is closed

    We use Pandadoc integrated with Dynamics 365 and when we send a quote to a customer and the customer wants another option of the quote and finally goes on with the new option, the pandadoc we sent for the first quote is still open and either has to be denied by the customer or the sales team internally. Please let us know if pandadoc can automatically close a pandadoc document when the associated quote is closed or revised. Also, we are using uploading PDF document into pandadoc to send the customer.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Automation by pulling data from Google sheets to create document

    The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. 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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  7. When Offer status in Greenhouse changes to Rejected - mark document as Declined in PandaDoc

    When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. 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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  9. Move to Folder Automation--Need more options & ability to edit

    The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.

    Additionally, it would be more helpful to not have the automation tied to the template in…

    2 votes

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    2 comments  ·  Automations  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. Auto decline after a specified period of expiration

    Auto decline after a specified period of expiration

    2 votes

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

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. [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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  16. 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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  17. 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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  18. 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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  19. 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

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    0 comments  ·  Automations  ·  Admin →
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  20. 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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