197 results found
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Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Automation: Move document to a workspace upon an event
Move a document from one workspace to another upon an event.
For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
An automation that would move a contract upon Completion to a certain workspace would achieve that.1 vote -
Export INDIVIDUAL LINKS
Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature
Thank you!
1 vote -
1 vote
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1 vote
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Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
1 vote
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Draft Status Option for Automation
Moving draft documents to a selected PandaDoc folder
1 vote -
Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 vote -
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.
1 vote -
Reject the documents once the comments has been noted or written.
Options to reject the documents once the comments has been noted or written.
1 vote -
Link pricing catalog to specific template
Assign a Pricing catalogue to be used with a particular template.
1 vote -
Zapier automation that notifies when someone leaves message in chat
Zapier automation that notifies when someone leaves message in chat
1 vote -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
1 vote
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Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.
Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.
1 vote -
1 vote
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The ability to change pricing table description formatting on the template level so it affects all documents.
For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.
1 vote -
Option to edit a document that will take effect on all sent docuemnts
Option to edit a document that will take effect on all sent documents.
- will allow the user to edit specific document that will also take effect on same sent docuiments
1 vote -
1 vote
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