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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

    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.