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  1. Webhook for each time a recipient views a document

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    [not provided] commented  · 

    Be it webhook or API, can we be able to send out a notification each time someone views a document? (Zapier will also do nicely)

    For example, we sign someone to a 12 month contract with an auto renewal clause, where they can cancel that with a 30 day notice. If someone is looking at the contract around 60-45 days before they are set to renew, that is a good sign that they are weighing their options and we could proactively reach out.

    [not provided] supported this idea  ·