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  1. Send a document after document completion

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Tania Uszacki commented  · 

    It would be helpful for us to be able to automatically send a new document to a different set of recipients once the original document is completed. This would allow our installation team to know when to proceed without having to be cc'd and keep an eye on all the signing notifications.

    Tania Uszacki supported this idea  ·