1.Monitors document completed
Integrate PandaDoc to detect completed documents and start document generation for a SOC 2 Type II report.
Create and send SOC2 Type II report to client
Automatically monitor PandaDoc document completed across PandaDoc. Automatically create and finalize a SOC2 Type II report when SOC2 templates complete, SOC2 templates get signed, or completed documents register—so you can generate the report, send it to recipients, and save it for audit without manual reporting.
How this automation delivers SOC2 Type II reports to recipients
When document completion events happen, SOC 2 deliveries can stall and increase audit risk. This automation creates a SOC2 Type II document from your configured template, then finalizes and saves it to your folder—so your team can deliver reports without manual document work.
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2.Creates SOC2 Type II document
Integrate PandaDoc and document templates to create the SOC2 Type II report and map fields and recipient placeholders.
3.Finalizes and saves document
Integrate PandaDoc and file storage tools to finalize the document, save it to your configured folder, and mark required pricing options.
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Strengthen SOC 2 readiness with automated evidence collection, approval tracking, and audit record updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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