Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
AdminAnonymous (Admin, PandaDoc) commented
notify someone who is not a document owner or participant that the document is completed and/or signed.
to pull out certain fields from the document and notify them that the document was signed, and for example, they signed a X year agreement, the Contact is X and they are in X state.
AdminValeryia Baranava (Admin, PandaDoc) commented
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en