Send a document after document completion
send a follow-up email/document after document completion
AdminValeryia Baranava
(Admin, PandaDoc)
shared this idea
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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
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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
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Automatically send a document once another document is completed
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Ruslan Agaverdiev
commented
Have the option to send a user a 'thank you for signing' email
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Cavin Joshua De Quiroz commented
Possibility to automatically send a form/survey to the recipient once they have completed signing a document
