Scheduling & Booking
Envoy for Desks works with PDFBetter through PDFBetter's Zapier app: use it to get agreements, waivers and intake forms signed when people book in Envoy for Desks. Connect PDFBetter in Zapier with one click, add Envoy for Desks to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
Cancel the signature request in PDFBetter so they aren't reminded about a document they no longer need to sign.
Yes. PDFBetter doesn't connect to Envoy for Desks directly; Zapier runs the steps between them. If Envoy for Desks is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Envoy for Desks is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.
