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5 votes
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92 votes
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! -
84 votes
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! -
79 votes
Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!
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Bastiaan Bijl
supported this idea
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1 vote
An error occurred while saving the comment Bastiaan Bijl
commented
You can do this with the current integration already:
Choose the trigger: Document Status Change.
Then you can add a filter for the status, and add the rest of the steps of your workflow.
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40 votesBastiaan Bijl
supported this idea
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3 votesBastiaan Bijl
shared this idea
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383 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
Bastiaan Bijl
supported this idea
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356 votes
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10 votesBastiaan Bijl
supported this idea
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Yes please!
I was able to recreate the workflow using integration links and Zapier almost 1-to-1 with Editor 2.0:
In brief:
-Create a workflow in Zapier with a Webhook as a trigger. Copy the webhook URL.
-Create an opportunity integration link in Close to push opportunity data to the webhook URL from the previous step (see below for the integration link).
-Go back to Zapier and add an action to your step to create a document in Pandadoc. Use the data from the webhook to fill the document fields.
-Create a subsequent action in the zap to copy the Pandadoc document ID to a custom opportunity field in Close. When you create another integration link, you'll be able to open the document from Close directly.
-Complete the document and send it.
I have other workflows in Zapier that update the opportunity when the document status changes.
Integration links:
Create document: https://hooks.zapier.com/hooks/catch/1111111/xxxxxxx/?oppo_id={{opportunity.id}}&name={{opportunity.contact.name}}&email={{opportunity.contact.primary_email}}&lead_id={{opportunity.lead.id}}&service={{opportunity.custom.[Service]}}&company={{opportunity.lead.custom.[Institute]}}&salesrep={{opportunity.created_by.email}}
View Document: https://app.pandadoc.com/a/#/documents/{{opportunity.custom.[PandaDoc ID]}}/
I hope this helps. If you have any further questions, please let me know.
Here is a link to the Zap: https://zapier.com/shared/43fbc9761e7ecbfe8c362e419d8d1fad5a76be9d