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  1. 6 votes

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  2. 113 votes

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  3. 129 votes

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  4. 79 votes

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    An error occurred while saving the comment
    Bastiaan Bijl commented  · 

    Yes please!

    I was able to recreate the workflow using integration links and Zapier almost 1-to-1 with Editor 2.0:

    In brief:

    -Create a workflow in Zapier with a Webhook as a trigger. Copy the webhook URL.
    -Create an opportunity integration link in Close to push opportunity data to the webhook URL from the previous step (see below for the integration link).
    -Go back to Zapier and add an action to your step to create a document in Pandadoc. Use the data from the webhook to fill the document fields.
    -Create a subsequent action in the zap to copy the Pandadoc document ID to a custom opportunity field in Close. When you create another integration link, you'll be able to open the document from Close directly.
    -Complete the document and send it.

    I have other workflows in Zapier that update the opportunity when the document status changes.

    Integration links:

    Create document: https://hooks.zapier.com/hooks/catch/1111111/xxxxxxx/?oppo_id={{opportunity.id}}&name={{opportunity.contact.name}}&email={{opportunity.contact.primary_email}}&lead_id={{opportunity.lead.id}}&service={{opportunity.custom.[Service]}}&company={{opportunity.lead.custom.[Institute]}}&salesrep={{opportunity.created_by.email}}

    View Document: https://app.pandadoc.com/a/#/documents/{{opportunity.custom.[PandaDoc ID]}}/

    I hope this helps. If you have any further questions, please let me know.

    Here is a link to the Zap: https://zapier.com/shared/43fbc9761e7ecbfe8c362e419d8d1fad5a76be9d

    Bastiaan Bijl supported this idea  · 
  5. 1 vote

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    Bastiaan Bijl commented  · 

    You can do this with the current integration already:

    Choose the trigger: Document Status Change.

    Then you can add a filter for the status, and add the rest of the steps of your workflow.

  6. 47 votes

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    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.

    Bastiaan Bijl supported this idea  · 
  7. 3 votes

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    Bastiaan Bijl shared this idea  · 
  8. 442 votes

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    Bastiaan Bijl supported this idea  · 
  9. 11 votes

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    Bastiaan Bijl supported this idea  ·