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10 results found

  1. Send invoice when payment is made: Invoice with Paid windows

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    ross supported this idea  · 

  2. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    56 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  3. Ability to set a default CC'd recipient email for all documents

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  4. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  5. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  6. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    21 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    83 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    ross supported this idea  · 

  8. Schedule Sending documents

    252 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    ross supported this idea  · 

  9. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    ross supported this idea  · 

  10. Convert a form to a template

    121 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    ross supported this idea  · 
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    ross commented  · 

    This is feature that would be very useful.