Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!
AdminSarah Rotunda (Admin, PandaDoc) commented
If you share a link to document internally via slack, It will notify you and ask you to grant collaborator access to colleagues.
Marissa McGuirk commented
slack notification when a pandadoc is completed
AdminRyanne Doumet (Admin, PandaDoc) commented
Slack Integration: once doc goes into approvals > slack gets sent to approvers
- Michael figured out workaround - but ideally needs zapier to identify who approver is. Using tags right now to achieve this