Microsoft Outlook + PandaDoc

Send emails via Microsoft Outlook when new documents are sent in PandaDoc

Streamline your document delivery process with this PandaDoc to Microsoft Outlook workflow. Whenever a document is sent through PandaDoc, a personalized email will promptly be dispatched from your Microsoft Outlook account. Not only does this save time, but it also ensures consistent communication with recipients, enhancing professionalism and efficiency.

Streamline your document delivery process with this PandaDoc to Microsoft Outlook workflow. Whenever a document is sent through PandaDoc, a personalized email will promptly be dispatched from your Microsoft Outlook account. Not only does this save time, but it also ensures consistent communication with recipients, enhancing professionalism and efficiency.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • 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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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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.
Learn moreHelp

Related categories

  • Documents

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