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 people to segment
(Customer.io) when a document is completed in PandaDoc
2
Add people to segment
(Customer.io) when a document sent in PandaDoc
3
Add people to segment
(Customer.io) when a document is paid in PandaDoc
4
Add people to segment
(Customer.io) when a document event occurs based on the event parameter in PandaDoc
5
Delete a customer
(Customer.io) when a document is completed in PandaDoc
6
Delete a customer
(Customer.io) when a document sent in PandaDoc
7
Delete a customer
(Customer.io) when a document is paid in PandaDoc
8
Delete a customer
(Customer.io) when a document event occurs based on the event parameter in PandaDoc
9
Track a customer event
(Customer.io) when a document is completed in PandaDoc
10
Track a customer event
(Customer.io) when a document sent in PandaDoc
11
Track a customer event
(Customer.io) when a document is paid in PandaDoc
12
Track a customer event
(Customer.io) when a document event occurs based on the event parameter in PandaDoc
13
Make an api call
(Customer.io) when a document is completed in PandaDoc
14
Make an api call
(Customer.io) when a document sent in PandaDoc
15
Make an api call
(Customer.io) when a document is paid in PandaDoc
16
Make an api call
(Customer.io) 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.