176 results found
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Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
1 vote
Lindsey Schocke responded
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Draft Status Option for Automation
Moving draft documents to a selected PandaDoc folder
1 voteValeryia Baranava responded
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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 -
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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1 vote
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1 vote
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Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 vote -
when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details
I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that
1 vote -
update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
Update Document Title when Email Subject with Title is Updated
It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.
1 vote
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