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  1. Send the document automatically after approval

    98 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Joyce Aoun supported this idea  · 
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    Joyce Aoun commented  · 

    This is very important since we use PandaDoc for automations and this would save us time and efforts in order to focus more on Sales instead of monitoring documents back and forth! Thank you!!

  2. Salesforce automation

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joyce Aoun supported this idea  ·