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  1. Redirect recipient to a custom URL upon completion

    444 votes

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    75 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Great news – redirect after completion is now available for all business and enterprise customers 🎉

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.

    We'd love your feedback!

    Igor, Product Team

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    Tapicerstwo Medyczne commented  · 

    Hi, 
    thanks for following up on this. I'm using PandaDoc as part of my sales process in a niche which is a mix of B2B and B2C.Therefore, I need the sales process to be at least semi-automated and seamless as much as possible.I use PandaDoc to send detailed price quotes to my prospective customers along with other details about the company detailing why they should use our services. They have the option to accept our quote. Later, we require their full company details to plan the service. Redirecting them to a custom URL would allow us to, for example, show them a video with the explanation of what is going to happen next, a reminder of how exactly our services are conducted, and then a form in which they should provide us with their company details.In theory, it could all be done in one document, but there are three reasons for which I'd like to have it as a redirection to a different url:Requiring the customers to put down too many details in forms before accepting the quote will likely make them defer the acceptance, because they might not 
    have the time to put it down right there and then, which will likely make some customers forget about the process altogether or just prolong the sales process unnecessarilyYour forms are not particularly responsive and can be cumbersome to work with on mobile devices — it'd be better to redirect customers to a form that is easier to use, which will, in turn, 
    result in higher form completion ratesYour forms are also not particularly well integrated with external data storages. Getting the information put down in forms was not possible to do in an automated way, last time I checked.
    The benefits of using a form that allows for that are rather obvious.Also, in order to facilitate automating the automating process I'd need to have the pandaDoc id of the document the user was redirected from appended as a parameter in the url. 
    Do you think that'd be possible?
    If you need any additional information, I'll be happy to help.

    Tapicerstwo Medyczne supported this idea  · 

  2. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →