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  1. automatically change document status to Completed

    10 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Holly Stockbridge-Hodgson commented  · 

    Some of our deals are agreed outside of pandadoc - ie not signed by the customer within PD. Is there a way to automate a proposal to complete - if the status has been changed in Pipedrive?

    Holly Stockbridge-Hodgson supported this idea  · 

  2. Automatically change document status if opportunity is closed.

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Holly Stockbridge-Hodgson supported this idea  ·