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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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    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.

    S Gibbs supported this idea  · 
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    S Gibbs commented  · 

    My client uses a private portal for their customers to manage and sign documents.

    I have a Zap which creates the documents without sending an email. Our template is used to send out the notice to go to the portal. From there, I need a link which allows the client not only to view the document, but to also sign it.