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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. Automation for closed lost when the document is expired in HubSpot

    Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. upload documents to specific Site on SharePoint

    Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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    Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Select Connect account during the Automations setup.
    2. In the Authorization window, scroll to Site name.
    3. Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
    4. Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.

  3. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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