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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

34 votes

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

Idea · July 07, 2021

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Alvin Jorge PandaDoc commented · March 03, 2023 00:36

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

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AdminJennuel Venus - Gonzales (Admin, PandaDoc) commented · July 27, 2022 21:52

Automatically send a document once another document is completed

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Ruslan Agaverdiev commented · March 31, 2021 09:40

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

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Cavin Joshua De Quiroz commented · February 02, 2021 00:40

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

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