Skip to content
← Have an idea? Share it!

Settings and activity

4 results found

  1. Integration into Click Up

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Katherine Sassine shared this idea  · 

  2. Click Up CRM for automation

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Katherine Sassine supported this idea  · 

  3. [Bulk Action] Apply Automation to All Templates at once

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Katherine Sassine commented  · 

    This would make our lives much much easier. Especially as we have multiple templates for our fee proposals, so it is a real pain having to create individual automations to each template. This is actualy painful when realising it I have to select each individual template AND if its won/declined in Pipedrive as well. So not only do I have to apply it to each template, I have to do it TWICE. and I can't duplicate the automation either.

    Katherine Sassine supported this idea  · 

  4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Katherine Sassine supported this idea  ·