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  1. Slack Channels - Receive Pandadoc Notifications.

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Isaiah Berg commented  · 

    Just wanted to add my own support for this idea, this will help tremendously as it removes a bottleneck of team awareness as contracts are signed and customers are ready for the "next stage" of the onboarding journey.

    Isaiah Berg supported this idea  · 

  2. Ability to pull a list of merge fields.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Isaiah Berg supported this idea  · 

  3. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Isaiah Berg commented  · 

    I am also very interested in this - while it is great that signed contracts are automatically distributed via email, we would really like to see these signed agreements dropped in a prescribed Google Drive folder.

    Even better, if the PDF filenames could be named with a kind of logic based on variables, e.g.,

    "[Client.DateSigned] YYYY.MM.DD [Client.CompanyName] [Document.Name] vSigned" or similar.

    Isaiah Berg supported this idea  · 

  4. saving documents in google drive from PandaDoc

    18 votes

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    Early access  ·  3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Isaiah Berg supported this idea  ·