How to Use Pandadoc Automation - AshleyHowTo

Описание: How to Use Pandadoc Automation unlocks the potential of automated workflows within Pandadoc, allowing you to trigger actions based on specific document events. Save time and reduce manual effort by setting up automated tasks for document sending, reminders, and more. Discover how to build intelligent, automated processes for your business. #PandaDocAutomation #WorkflowEfficiency

00:00 Intro
00:13 What is PandaDoc Automation?
00:45 Navigating to the Automation Section
00:56 Creating a New Automation
01:11 Understanding Event Triggers
01:33 Setting the 'Document Sent' Trigger
01:48 Defining Actions
01:59 Selecting the 'Set Reminder' Action
02:12 Configuring the Reminder
02:33 Saving Your Automation
02:49 Automation in Action



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