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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  2. Change Opportunity status in MS Dynamics

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  3. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. Update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  5. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  6. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. Update multiple recipients on a single document via API.

    Update multiple recipients on a single document via API.

    1 vote

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    0 comments  ·  API  ·  Admin →

  8. Option to assign recipients to roles on a document level

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  10. Ability to put signature field inside the text block and not just on top of it.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  12. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  13. Add custom roles in all workspaces at once or in bulk

    I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  14. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API

    Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Admin →

  15. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  16. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  18. Product update news letter

    Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →

  19. Download documents directly to Google Drive

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. HubSpot product text column to Pricing Table

    Customer would like to pass product text column to PT from HubSpot

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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