BQE CORE + PandaDoc

BQE CORE + PandaDoc integrations

Create new BQE CORE clients from completed PandaDoc documents

Streamline your document management by activating this workflow when a document is completed in PandaDoc. It seamlessly initiates the creation of a new client in BQE CORE, eliminating the need for manual data entry and ensuring up-to-date client information. By focusing on important aspects of your process, you're able to improve your business operations with the PandaDoc and BQE CORE integration.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this!
Create ClientAdd a new Client record to manage projects, retainers, invoices, and payments.
ActionWrite

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More things you can do with PandaDoc and BQE CORE

Discover other triggers and actions you can use with PandaDoc and BQE CORE

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
- Property Name
  Required
Trigger
Instant
Try It

- Property Name
  Required
Trigger
Instant
Try It
Employee Updated - Terminated Status
Triggers when an Employee is terminated.
Trigger
Instant
Try It
Expense Entry Updated - Approved Status
Triggers when an expense entry is approved.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Select Module
  Required
- Work Flow Action
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Date
  Required
- Account ID
  Required
- Payee
- Number
- Amount
- Use Integration ID
- Pay Amount
  Required
- Discount Account
- Credit
- Discount
- Payee
  Required
- Vendor Bill Number
  Required
Action
Write
- Display Name
  Required
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Contact Name
  Required
- Company
- First Name
- Last Name
- Department
- Title
- PrimaryContact
- Use Integration ID
- Title
- Street1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Account
  Required
- Date
  Required
- Use Integration ID
- Account
  Required
- Amount
  Required
Action
Write
- Expense Code
  Required
- Description
  Required
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Reference Number
- Use Integration ID
- Account
  Required
- Amount
  Required
- Is Debit entry?
- Class
- Memo
Action
Write
- Date
  Required
- Description
  Required
- Master Entity
  Required
- Note Category
  Required
- Note Status
  Required
- Use Integration ID
- Created By
Action
Write
- Project ID
- Project Code
  Required
- Project Name
  Required
- Client
  Required
- Project Manager
  Required
- Project Type
  Required
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Assigned To
  Required
- Description
  Required
- Start Date
- End Date
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Bill Number
  Required
- Vendor
  Required
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- ID
- Name
- First Name
- Last Name
- Bill Rate
- Cost Rate
Action
Write
- ID
  Required
- Project ID
- Project Name
- Contract Amount
Action
Write
- ID
  Required
- Start Date
- End Date
- % Complete
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Payee
- Number
- Amount
- Use Integration ID
- Pay Amount
  Required
- Discount Account
- Credit
- Discount
- Payee
  Required
- Vendor Bill Number
  Required
Action
Search or write
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Number
- Use Integration ID
- Payee
  Required
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write
- Search Value
  Required
- Account Number
  Required
- Account Name
  Required
- Description
- Is Active?
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Account
  Required
- Date
  Required
- Use Integration ID
- Account
  Required
- Amount
  Required
Action
Search or write
- Search Value
  Required
- Expense Code
  Required
- Description
  Required
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Invoice Number
  Required
- Invoice Amount
  Required
- Project
  Required
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- Description
  Required
- Units
  Required
- Rate
  Required
- Amount
- Is Expense?
- Tax%
- Charge Amount
Action
Search or write
- Search Value
  Required
- Date
  Required
- Description
  Required
- Master Entity
  Required
- Note Category
  Required
- Note Status
  Required
- Use Integration ID
- Created By
Action
Search or write
- Search Value
  Required
- Date
  Required
- Resource
  Required
- Project
  Required
- Activity
  Required
- Description
  Required
- Hours
  Required
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
Project Updated – Completed Status
Triggers when a Project is marked as completed.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
Time Entry Updated - Approved Status
Triggers when a Time entry is approved.
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It
To-Do Updated - Completed Status
Triggers when a Todo is marked completed.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Activity Code
  Required
- Activity Description
  Required
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Account ID
  Required
- Number
- Use Integration ID
- Payee
  Required
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- Account Number
  Required
- Account Name
  Required
- Description
- Is Active?
- Use Integration ID
Action
Write
- Date
  Required
- Account ID
  Required
- Amount
  Required
- Payee
  Required
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Cost Rate
  Required
- Bill Rate
  Required
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Date
  Required
- Resource
  Required
- Project
  Required
- Expense
  Required
- Description
  Required
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration ID
Action
Write
- Date
  Required
- Invoice Number
  Required
- Invoice Amount
  Required
- Project
  Required
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- Description
  Required
- Units
  Required
- Rate
  Required
- Amount
- Is Expense?
- Tax%
- Charge Amount
Action
Write
- Date
  Required
- Client
  Required
- Amount
  Required
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice ID
  Required
- Line Amount
  Required
- Invoice detail
Action
Write
- Date
  Required
- Resource
  Required
- Project
  Required
- Activity
  Required
- Description
  Required
- Hours
  Required
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- ID
- Name
- Company Name
- Client Manager
Action
Write
- ID
- Project
  Required
- Expense
  Required
- Description
  Required
- Resource
  Required
Action
Write
- ID
- Resource
- Date
- Project
- Activity
- Description
Action
Write
- ID
- Vendor Name
- First Name
- Last Name
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
- Activity Code
  Required
- Activity Description
  Required
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Client
  Required
- Amount
  Required
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice ID
  Required
- Line Amount
  Required
- Invoice detail
Action
Search or write
- Search Value
  Required
- Display Name
  Required
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Amount
  Required
- Payee
  Required
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Cost Rate
  Required
- Bill Rate
  Required
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Date
  Required
- Resource
  Required
- Project
  Required
- Expense
  Required
- Description
  Required
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Reference Number
- Use Integration ID
- Account
  Required
- Amount
  Required
- Is Debit entry?
- Class
- Memo
Action
Search or write
- Search Value
  Required
- Project ID
- Project Code
  Required
- Project Name
  Required
- Client
  Required
- Project Manager
  Required
- Project Type
  Required
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Assigned To
  Required
- Description
  Required
- Start Date
- End Date
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Bill Number
  Required
- Vendor
  Required
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write

About BQE CORE

BQE CORE is an all-in-one, easy-to-use management solution designed for Architecture, Engineering, and Professional Service Firms

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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