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 or update a contact
(SendGrid) when a document is completed in PandaDoc
2
Add or update a contact
(SendGrid) when a document sent in PandaDoc
3
Add or update a contact
(SendGrid) when a document is paid in PandaDoc
4
Add or update a contact
(SendGrid) when a document event occurs based on the event parameter in PandaDoc
5
Send a transactional email
(SendGrid) when a document is completed in PandaDoc
6
Send a transactional email
(SendGrid) when a document sent in PandaDoc
7
Send a transactional email
(SendGrid) when a document is paid in PandaDoc
8
Send a transactional email
(SendGrid) when a document event occurs based on the event parameter in PandaDoc
9
Validate an email
(SendGrid) when a document is completed in PandaDoc
10
Validate an email
(SendGrid) when a document sent in PandaDoc
11
Validate an email
(SendGrid) when a document is paid in PandaDoc
12
Validate an email
(SendGrid) when a document event occurs based on the event parameter in PandaDoc
13
Add a contact to a list
(SendGrid) when a document is completed in PandaDoc
14
Add a contact to a list
(SendGrid) when a document sent in PandaDoc
15
Add a contact to a list
(SendGrid) when a document is paid in PandaDoc
16
Add a contact to a list
(SendGrid) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to SendGrid
What are the benefits of Sendgrid? You can send receipts, proactively re-engage customers about to churn. You can do all these things by integrating your databases, CRM, payment processors and productivity tools with Sendgrid. Check what other integrations available.
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.