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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

    Oscar Tellez supported this idea  · 
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    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.