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  1. Document link sharing via Zapier integration

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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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  ·