Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
Kenneth Torio commented
Sometimes sales rep forget to expire the Pandadoc document once they close lost their opportunity on Salesforce. It would continue to send out reminders to uninterested prospects, so it would sometimes negatively affect the prospect's relationship.
It would be great to automatically expire the linked pandadoc when an opportunity is closed lost.