Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
AdminRyan Coleman
(Admin, PandaDoc)
shared this idea
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[not provided] commented
Be it webhook or API, can we be able to send out a notification each time someone views a document? (Zapier will also do nicely)
For example, we sign someone to a 12 month contract with an auto renewal clause, where they can cancel that with a 30 day notice. If someone is looking at the contract around 60-45 days before they are set to renew, that is a good sign that they are weighing their options and we could proactively reach out.