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Ideas to Improve PandaDoc: Automations

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Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

3 votes

Savannah Faulkner shared this idea · Jun 14, 2024 · Admin →

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Savannah Faulkner commented · April 14, 2026 3:42 PM

The ability to use different account roles for each template would be good

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