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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    91 votes

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    11 comments  ·  Automations  ·  Admin →
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    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

  2. To automate a second document to be sent out once the first document was signed / completed

    to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
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    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

  3. [Automations] Create line item in Hubspot once the document status changes

    For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  4. Ability to send multiple documents in one go

    Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Integrate with Freshsales

    Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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