Send the document automatically after approval
Automatically send the document once it is approved.
22
votes

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Fiona Maher commented
I understand not auto sending if an approval is rejected - but I don't see the benefit of of not auto sending after approval - unless the user does not want to email the client via PandaDoc - but as part of a separate email that includes links to other online forms (such as a HubSpot form etc).
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Lena Panfilenko commented
Automatically send the doc after it's approved
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Corey Purves commented
Send the proposal automatically after it's approved in approval workflow.