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Ideas to Improve PandaDoc: Automations

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Attach a completed document to a new one: link documents conditionally

Completed document being sent to a placeholder of a new document

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Ksenia Duka shared this idea  ·   ·  Admin →
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Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hello Ksenia,

This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

We appreciate your time and looking forward to hearing back from you!

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  • Sofia Jorge commented  · 

    Hey Valeryia,

    I have a customer that is also looking forward to this feature. Use case: send a proposal, get it signed , and then send a contract that has the proposal signed "attached"/included in the new document.

    Thanks!