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.

Notify finance team via email, and log document details in spreadsheet