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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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    Being Evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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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  ·