Settings and activity

1 result found

1. Pass document public URL via Zapier

   47 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

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

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   S Gibbs supported this idea  ·  May 31, 2023
   An error occurred while saving the comment
   S Gibbs commented  ·  May 31, 2023  ·  Edit…  ·  Delete…

   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.

   Save Submitting...