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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 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.

    23 votes

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    7 comments  ·  Automations  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, 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.

    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. 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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  3. 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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  4. 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.

  5. 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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