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Ideas to Improve PandaDoc: Workflow

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Send a document after document completion

send a follow-up email/document after document completion

33 votes

AdminValeryia Baranava (Admin, PandaDoc) shared this idea · Jun 15, 2021 · Admin →

Idea · Jul 7, 2021

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AdminJennuel Venus - Gonzales (Admin, PandaDoc) commented · July 27, 2022 9:52 PM

Automatically send a document once another document is completed

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Ruslan Agaverdiev commented · March 31, 2021 9:40 AM

Have the option to send a user a 'thank you for signing' email

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Cavin Joshua De Quiroz commented · February 2, 2021 12:40 AM

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

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