Send a document after document completion
send a follow-up email/document after document completion
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.
We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Tania Uszacki commented
It would be helpful for us to be able to automatically send a new document to a different set of recipients once the original document is completed. This would allow our installation team to know when to proceed without having to be cc'd and keep an eye on all the signing notifications.
Jo Howell commented
This would be useful for us. Our current use case would be to trigger the sending of the Direct Debit information after signing the sales contract. The triggered document would need to be a template pulling information from the same opportunity as the original sales contract.
It would also be beneficial to be able to separately select the recipients for this second document
Alvin Jorge PandaDoc commented
I was wondering, is there a way that after our client signing a document. they will get automatic pdf containing instruction on what to do next ? instead of the signing certificate
Automatically send a document once another document is completed
Ruslan Agaverdiev commented
Have the option to send a user a 'thank you for signing' email
Cavin Joshua De Quiroz commented
Possibility to automatically send a form/survey to the recipient once they have completed signing a document