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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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8 results found

  1. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    24 votes

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    7 comments  ·  Automations  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  2. Creating email notifications/ tasks sent to the document owner/ sender

    Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. 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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  4. I need to simply send an email with a customers plans attached after they complete a binder agreement

    I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. When a contract has been signed in advance - add a date for when the next document needs to be sent eg. the start date of the contract

    When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. 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.

  7. Update Google Sheet when PandaDoc document status changed

    When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 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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    0 comments  ·  Automations  ·  Admin →
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