2 results found
Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents74 votes
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments10 votes
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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