send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10
votes
Nani Ancheta
shared this idea
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Savannah Faulkner commented
Automatically send a document when a lead in Salesforce is created
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Janice Wong commented
I would like to see documents being sent automatically based some some triggers in a flow. Thank you!
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Gabriel Lawrence
commented
This should have more upvotes. Based on certain criteria, you should be able to change the status of an opportunity to something specific and have a Pandadoc sent automatically with all the fields filled in and connected to the opp.