PandaDoc

PandaDoc streamlines your sales workflows, while CalendarLink enhances it by enabling a seamless Add-to-Calendar experience, ensuring your clients never miss an update.

Why Use Calendar Links in PandaDoc

Add-to-Calendar integrations lower no-show rates by providing clear calls to action straight from your documents.

  • Universal Add-to-Calendar links for any platform.
  • Customizable invitations enrich your brand identity.
  • Smart reminders keep your clients on track.
  • Real-time attendance analytics influence strategy.

Using Calendar Links in PandaDoc Workflows

Turn PandaDoc Activity into Calendar Events

1. Create a CalendarLink for Document Completion

Utilize PandaDoc triggers like Document Completed or New or Updated Contact to signal intent.

2. Send data to CalendarLink

Map document names, completion dates, and descriptions into CalendarLink details, optionally capturing RSVPs.

3. Publish the Personalized Invite

Get your Add-to-Calendar link from CalendarLink and include it in your client communication for easy scheduling.

Fire PandaDoc Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact to align PandaDoc actions.

2. Map Add-to-Calendar Data

Effortlessly flow event titles, dates, times, and attendee information into your PandaDoc documents.

3. Create or Update Document

Automatically update a document or log engagement using actions like Find Document or Create Document.

Optimising Calendar Links in PandaDoc

  • Leverage analytics to understand invite effectiveness.
  • Ensure timezone accuracy to avoid scheduling mishaps.
  • Utilize branding options for professional invites.
  • Send smart reminders to reduce no-shows.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications