14 results found
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Redirect recipient to a custom URL upon completion
Ability to redirect a recipient to a custom URL when they complete a document.
444 votesGreat news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
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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 votesHi,
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.
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Send a document after document completion
send a follow-up email/document after document completion
46 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes -
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 votesHi,
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.
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[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 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update, add, and remove line items in HubSpot whenever a document status changed
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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 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4414841820439-Document-bundling
Have a wonderful day!
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recipient cannot see or unlock the license before signing up or filling out the form
A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes
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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 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update, add, and remove line items in HubSpot whenever a document status changed
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attachments
When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Change Microsoft Dynamics opportunity stage whenever a document’s status is updated
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Export PandaDoc field values to Salesforce
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Integrate with Freshsales
Would be nice to have freshsales integration
1 voteHello,
Thank you for submitting this request! We do have an integration with Freshsales. More information can be found here: https://support.pandadoc.com/hc/en-us/articles/360034764954-Freshsales.
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update products in SF based on the recipient's.
update products in SF based on the recipient's.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Opportunity Products when PandaDoc pricing table or quote builder is updated
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1 vote
Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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