Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
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!
Paul Cedric Guevarra commented
- Will allow the user to set a specific emailaddress to route the completed documents
AdminValeryia Baranava (Admin, PandaDoc) commented
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier. It can allow you to auto-send your document to a specific recipient, once the document is completed in PandaDoc.
Please refer to these articles to read more about Zapier integration and how to set up it.
Alternatively, there is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en
Thank you for sharing your feedback, stay tuned for other updates!
Jonathon Gillis commented
It would be helpful to be able to set documents to send to specific users once a document is complete without needing to add them as a CC recipient.
Arvi Martinez commented
automatic sending of forms to additional recipients
For users in the account that are not CC'd on a document.
Gabriel Lawrence commented
I believe this is already possible. All you need to do is have a role on the template prefilled as a cc and it will send it to them after completion.
Thomas Hayes commented
Option so that when a document is completed, a copy can automatically be sent to specific recipients.
Madelyn Gunay commented
Ability to add CC recipients when a document is forwarded to the second email address.