"Complete" document vs "send" document
Guys,
we are working with templates that fill with information from Hubspot to create quotes, invoices etc.
Depending on the (self created) template used the sender can either "complete" the document right away and download the pdf or has to "send" it, create a link and can then download the pdf.
As we only want the pdf to be created and then download the document the "sending" aspect is not necessary in these cases.
Unfortunately I cannot find out, why some templates require the send action but others don't. There are no signatures and no recipients included in the doc.
I hope this makes sense to you.
Looking forward to your suggestions!
Thank you!
Christian
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Official comment
Hello Christian,
Thanks for reaching out in the Forums!
If the sender is creating a document from a Template and there is a Template Role with assigned fields and the sender assigns themself to the role, then the sender can create a document and will have the option to complete the document. After reading your message, I understand this is one of the scenarios you are experiencing.
However, if the sender doesn’t assign themselves to the Template Role, then there will be the option to send the document. The sender should be able to download a PDF of the document even while the document is in ‘Draft’ status (see image below). If needed, you can manually change the status of the document to ‘Completed’.
We have some great resources available in our PandaDoc Learning Center that will be a great help to you and your team. We have a PandaDoc 101 series that walks through the process of creating Templates and Documents, and we also have an on-demand and live course that walks through managing recipients. We are happy to help in any way.
Thank you for choosing PandaDoc!
Comment actions -
Thank you Christopher,
I thought so. But is there any way to "complete" a document if it completely pre filled by Hubspot data? Currently I designed the templates so that the sender has to fill something that could also be filled in automatically - just to be able to complete the document directly.
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Hello Christian,
Thanks for the follow-up!
The only way to be able to click 'Finish document' and complete it right after creating from a Template is by having all information inputted for any variables and by making sure all fields have been assigned correctly.
If you are encountering any issues, our Support Team would be happy to help. You can reach our team at support@pandadoc.com.
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