DripJobs + PandaDoc
Create documents in PandaDoc when new proposals are accepted in DripJobs
When a proposal is accepted within DripJobs, instantaneously generate a new document in PandaDoc to keep your workflow streamlined. This automation saves you time, ditching the manual task of transferring data between apps. Stay focused on your client's needs while your workflow ensures prompt and precise document creation within PandaDoc.
When a proposal is accepted within DripJobs, instantaneously generate a new document in PandaDoc to keep your workflow streamlined. This automation saves you time, ditching the manual task of transferring data between apps. Stay focused on your client's needs while your workflow ensures prompt and precise document creation within PandaDoc.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Document
Create a document from a template.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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