Skip to content
← Have an idea? Share it!

Settings and activity

1 result found

  1. Pass document public URL via Zapier

    47 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Oscar Tellez supported this idea  · 
    An error occurred while saving the comment
    Oscar Tellez commented  · 

    I was about to ask for something similar, having a share link after the document is created via integration as Zapier/ make (former integromat) would be ideal for us to update contacts custom fields on our CRM after a document is created. So we can send template messages with the populated field immediately with automation without having to manually log in and do all the manual work. I also don't want to have to pay more just to have access to the API while having everything automated using integration apps.