Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed
Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary
2
votes
Leonardo Ciccioni
shared this idea
-
Alex VanDorpe
commented
We can do this automation with Completed and Sent, but not with Expired.
-
Alex VanDorpe
commented
Move Expired documents to a separate folder so our Sales Team can easily followup with these potential "Lost Leads."