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Document link sharing via Zapier

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Kamari Ross shared this idea  ·   ·  Admin →
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Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

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  • Per Kristian commented  · 

    YES! This way we could personalize the signing emails we are sending by ading the link as a button in our own designed emails. Please add this!

  • S Gibbs commented  · 

    My client uses a private portal for their customers to manage and sign documents.

    I have a Zap which creates the documents without sending an email. Our template is used to send out the notice to go to the portal. From there, I need a link which allows the client not only to view the document, but to also sign it.

  • Oscar Tellez commented  · 

    I was about to ask for something similar, having a share link after the document is created via integration as Zapier/ make (former integromat) would be ideal for us to update contacts custom fields on our CRM after a document is created. So we can send template messages with the populated field immediately with automation without having to manually log in and do all the manual work. I also don't want to have to pay more just to have access to the API while having everything automated using integration apps.

  • Josh Frame commented  · 

    Would love to see this added :)

    As an admin, I would like to be able to automatically collect unique signing document links so that I can store them against the Person in our CRM.
    This will enable me to use campaigns, and other mass email features, using the links as a dynamic field (ie, "click here to access your document" [link to their proposal]).

    As an admin I would like to automatically collect unique signing document to automate the distribution of the proposal in order to reduce administrative load.

    I currently use Zapier and native integrations heavily in order to automate as much as possible.

    Cheers guys.

  • Rachele Galang Ong commented  · 

    as per client: 1. I want to create the document, not send it, and retrieve the links to send to each signer at a later time. 2. I want to replace unfilled variables with blanks. I know how to do both of these things manually and I know how to create PandaDocs with Zapier in general, but am stuck on incorporating the two above features.

  • Hasani Hendrix commented  · 

    Hi, I really hope this is feasible because I would like to automate sending documents to users through link sharing. A lot of my clients are older and do not use their email so it's a lot easier for certain clients of mine to open the doc via link, than through email. All of my systems are automated so it would require zapier to be able to fetch the link sharing.

    Thank you guys!