Notify finance team via email, and log document details in spreadsheet
Notify finance team via email, and log document details in spreadsheet
Notify your finance team via email when a document is completed in PandaDoc, and log the document details in Microsoft Excel for record keeping. This ensures timely communication and accurate documentation.
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Overview
Notify your finance team via email when a document is completed in PandaDoc, and log the document details in Microsoft Excel for record keeping. This ensures timely communication and accurate documentation.