Integrate PandaDoc with Retently
Trigger NPS/CSAT surveys after a document is signed or sent, sync customer contact details and document interaction history, use feedback scores to enhance sales and document management strategies.
Start Free Trial
About PandaDoc
PandaDoc is a software solution for creating, sending, tracking, and eSigning documents efficiently. It enables users to manage their sales workflows and client-facing documents.
PandaDoc to Retently
Document Completed
Triggers when a document is completed.Document Paid
Triggers when a document is paid.Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, or paid.Document Sent
Triggers when a document is sent.
Retently to PandaDoc
Create Attachment
Creates an attachment for a document.Create Document
Creates a document from a template.API Request (Beta)
Makes a raw HTTP request that includes this integration's authentication.Get Document Attachments
Retrieves files attached to a document.Create Contact [Deprecated]
Creates a new contact in PandaDoc.Create or Update Contact
Creates a new contact or updates an existing one.Find Document
Finds a document by name, status, and other parameters.Get Document by ID
Retrieves detailed data about a document.Related blog posts
8 Practical Customer Feedback Workflow Automation Ideas
Almost any business process improvement can be stripped down to a simple...
Greg Raileanu 
Similar Documents integrations
Docubee
zapier
Integrate to trigger NPS/CSAT surveys based on workflow completion or specific events, sync customer...
Formstack Documents
zapier
Automatically generate personalized documents such as thank-you letters or service improvement plans based on...
Microspace
zapier
Use Retently to trigger surveys after customer interactions within Microspace, sync customer insights with...
Revnue
zapier
Trigger NPS/CSAT surveys after significant contract updates or customer interactions, sync customer profiles between...
Woodpecker
zapier
Sync customer profiles between Woodpecker and Retently to ensure accurate data for document automation,...
Wordsmith
zapier
Automatically generate personalized feedback reports or summaries for customers based on their NPS, CSAT,...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
