We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a contact to an sequence
(ConvertKit) when a document is completed in PandaDoc
2
Add a contact to an sequence
(ConvertKit) when a document sent in PandaDoc
3
Add a contact to an sequence
(ConvertKit) when a document is paid in PandaDoc
4
Add a contact to an sequence
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
5
Set a tag to a subscriber
(ConvertKit) when a document is completed in PandaDoc
6
Set a tag to a subscriber
(ConvertKit) when a document sent in PandaDoc
7
Set a tag to a subscriber
(ConvertKit) when a document is paid in PandaDoc
8
Set a tag to a subscriber
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
9
Add or update a contact
(ConvertKit) when a document is completed in PandaDoc
10
Add or update a contact
(ConvertKit) when a document sent in PandaDoc
11
Add or update a contact
(ConvertKit) when a document is paid in PandaDoc
12
Add or update a contact
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
13
Add a subscriber to a sequence
(ConvertKit) when a document is completed in PandaDoc
14
Add a subscriber to a sequence
(ConvertKit) when a document sent in PandaDoc
15
Add a subscriber to a sequence
(ConvertKit) when a document is paid in PandaDoc
16
Add a subscriber to a sequence
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
17
Add a tag to a subscriber
(ConvertKit) when a document is completed in PandaDoc
18
Add a tag to a subscriber
(ConvertKit) when a document sent in PandaDoc
19
Add a tag to a subscriber
(ConvertKit) when a document is paid in PandaDoc
20
Add a tag to a subscriber
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
21
Get subscriber details by ID
(ConvertKit) when a document is completed in PandaDoc
22
Get subscriber details by ID
(ConvertKit) when a document sent in PandaDoc
23
Get subscriber details by ID
(ConvertKit) when a document is paid in PandaDoc
24
Get subscriber details by ID
(ConvertKit) when a document event occurs based on the event parameter in PandaDoc
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.