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Ideas to Improve PandaDoc: Automations

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Redirect recipient to a custom URL upon completion

Ability to redirect a recipient to a custom URL when they complete a document.

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Shannon Morgan shared this idea  ·   ·  Admin →
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  • Connor Smith commented  · 

    Docusign allows us to do this which is critical for our operation and the amount of Documents we send out.

  • Greg George commented  · 

    Agree with the majority here. Pretty basic fxn, and has huge impact for clients in terms of experience post signautre. Would propose you move this up in the roadmap if this hasnt been already.

  • Maggie Leach commented  · 

    This would reduce friction in a very meaningful way for our processes. Eagerly awaiting this feature.

  • Sabina Sobhani commented  · 

    This feature is critical for us. A redirect allows any company to control the experience of the sales process and ensure it all ties together vs sitting fragmented. We would use a redirect link to pop the user into our onboarding flow or to collect payment method information (since Pandadoc only supports credit card details but not bank account). Without this, the process has more friction as we have to resort to sending the user an email with a link to begin the next step in the process.

  • Ken Brickley commented  · 

    I assumed this would have been a feature and probably would not have signed our contract had I known this was not a feature. Very disappointed.

  • Tara Hellickson commented  · 

    Been waiting for this feature for about 2 years now. Would love to switch to Pandadoc, but can't use it without the basic redirect feature. It would be great if it had conditional redirects based on fields, but honestly all we need is the bare minimum...

  • ross commented  · 

    I opened this account thinking this was a feature. I have no use for the account without it.

  • Brian Gacila commented  · 

    "Can we redirect them to a page after they sign? I want to be able to take them to our thankyou page after signing"

  • Ben Blakesley commented  · 

    This is critical to our onboarding process for new clients. This is possible in other solutions we've tested (Docusign) but we'd rather not move if this is coming to Pandadoc anytime soon?

  • Krystal Foreman commented  · 

    I want this at the document/form level for each document to have the ability to setup a custom URL redirect for their next step.

  • Christopher Lee commented  · 

    Any update on this would be appreciated.

    Something like this seems like a very basic feature that should be included already.

  • Paul K. commented  · 

    This is highly critical for my business and i'm at a crossroard to potentially switch out of Pandadoc to its competitors that do, in fact have this feature.

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