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  1. When a custom property in a CRM changes automatically create a document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ewan Horn shared this idea  · 

  2. Send the document automatically after approval

    100 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Ewan Horn supported this idea  · 

  3. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    21 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ewan Horn supported this idea  · 

  4. Document generated by automation should be sent by original sender and not admin owner

    7 votes

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

  5. Hubspot automation improvement

    8 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ewan Horn supported this idea  ·