Document link sharing via Zapier integration
-
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.
-
Josh Frame commented
That would be brilliant
-
Hasani Hendrix commented
Please add this feature!
-
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!