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Ideas to Improve PandaDoc: Automations

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Send a document after document completion

send a follow-up email/document after document completion

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AdminValeryia Baranava (Admin, PandaDoc) shared this idea  ·   ·  Admin →

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  • Philip Massey commented  · 

    Zapier can do all of these things and the subscription is not that expensive. I couldn’t wait for PandaDoc and Zapier has been great. They have a free version for small needs.

  • AdminStephanie Peppler (Admin, PandaDoc) 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 other teams to know when to proceed without having to be cc'd and keep an eye on all the signing notifications.

  • 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

  • Cavin Joshua De Quiroz commented  · 

    Possibility to automatically send a form/survey to the recipient once they have completed signing a document