100 results found
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Send a document after document completion
send a follow-up email/document after document completion
35 votes -
Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
28 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
25 votes -
Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
22 votes -
Remove old documents automatically: to have the trash bin automatically delete all after a set time
Remove the documents that are older than X automatically.
18 votes -
12 votes
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hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
12 votes -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
11 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
10 votes -
Attach a completed document to a new one: link documents conditionally
Completed document being sent to a placeholder of a new document
9 votesHello Ksenia,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
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Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
9 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
9 votes -
Webhook retries - can only do manually on some unsuccessful hooks. Is it possible to automate? If PandaDoc detects the hook hasn’t been acce
Webhook retries - can only do manually on some unsuccessful hooks. Is it possible to automate? If PandaDoc detects the hook hasn’t been accepted - retry automatically.
8 votes -
8 votes
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Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
7 votes -
Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
7 votes -
Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
7 votes -
Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
6 votes -
Automations: Update a property in Hubspot whenever a document’s status is updated.
Would like to have the Hubspot Automation to update a property whenever a document’s status is updated.
5 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
5 votes
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