I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
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Matthew
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
Sending another document when PandaDoc document status changes