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Email by Zapier + PandaDoc

Send emails for completed PandaDoc documents

Stay on top of your document workflow with this automation. Whenever a PandaDoc document is marked as completed, an outbound email will be sent to the specified recipient, notifying them of the completed document. This saves you time and ensures that all relevant parties are promptly informed about important updates.

Stay on top of your document workflow with this automation. Whenever a PandaDoc document is marked as completed, an outbound email will be sent to the specified recipient, notifying them of the completed document. This saves you time and ensures that all relevant parties are promptly informed about important updates.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Related categories