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  1. Pass document public URL via Zapier

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Josh Frame commented  · 

    Would love to see this added :)

    As an admin, I would like to be able to automatically collect unique signing document links so that I can store them against the Person in our CRM.
    This will enable me to use campaigns, and other mass email features, using the links as a dynamic field (ie, "click here to access your document" [link to their proposal]).

    As an admin I would like to automatically collect unique signing document to automate the distribution of the proposal in order to reduce administrative load.

    I currently use Zapier and native integrations heavily in order to automate as much as possible.

    Cheers guys.

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    Josh Frame commented  · 

    That would be brilliant

    Josh Frame supported this idea  ·