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  1. Redirect recipient to a custom URL upon completion

    444 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    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.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

    Kath Sass supported this idea  · 

  2. ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kath Sass commented  · 

    This would be a game changer and would be great with the new automations feature. It would improve our workflow and allow us to stop manually creating tasks once a document is completed.

    Kath Sass supported this idea  · 

  3. Ability to create a task in ClickUp for every time a Pandadoc Form is completed

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Kath Sass commented  · 

    I would love this. This would make our workflow so much easier, and would allow us to create taskthe various types of proposals we send out.

    Kath Sass supported this idea  ·