Send new PandaDoc documents as draft emails in Microsoft Outlook
Save time and streamline your workflow by automating document processing with this PandaDoc to Microsoft Outlook integration. Once a document is sent in PandaDoc, a draft email is created in Microsoft Outlook. This ensures that you can quickly follow up with clients or colleagues, adding a personalized touch to your communications without additional effort.
Save time and streamline your workflow by automating document processing with this PandaDoc to Microsoft Outlook integration. Once a document is sent in PandaDoc, a draft email is created in Microsoft Outlook. This ensures that you can quickly follow up with clients or colleagues, adding a personalized touch to your communications without additional effort.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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