Question

How to set a "Partially Signed" status for PandaDoc documents with multiple signers?

  • 29 November 2023
  • 1 reply
  • 42 views

Userlevel 1

I have a zap that sends a document to sign via PandaDoc and updates the status in Monday. Each document has 2 signers. I looked into PandaDoc to see if they have an option to add a custom status but I don’t think they do. The status available is sent, viewed, completed.

 

I would like a status that says partially signed when one party signs. Currently, the status remains viewed and only changes to completed once both parties sign. Anyone know of a workaround?


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1 reply

Userlevel 7
Badge +14

Hi @sgharibian 

This PandaDoc API documentation lists the available statuses: https://developers.pandadoc.com/reference/document-status

Check if the data returned from PandaDoc indicates if all parties have signed. (e.g. 1 of 2)

You may have to add a Filter as Step 2: https://zapier.com/apps/filter/help