Dubsado + PandaDoc
Create PandaDoc documents for new Dubsado lead projects
Easily streamline your document creation process with this convenient automation between Dubsado and PandaDoc. When you create a new project as a lead in Dubsado, this workflow will generate a document in PandaDoc, saving you time and improving efficiency. Focus on what matters most while ensuring accurate and timely document management.
Easily streamline your document creation process with this convenient automation between Dubsado and PandaDoc. When you create a new project as a lead in Dubsado, this workflow will generate a document in PandaDoc, saving you time and improving efficiency. Focus on what matters most while ensuring accurate and timely document management.
- When this happens...New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps
Contract Signed
Triggers when a client submits a signed contract.
Try ItNew Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject Workflow
Project Location: Name
Project Location: Address Line 1
Project Location: Address Line 2
Project Location: City
Project Location: State/Province
Project Location: Zip/Postal
Project Location: Country
Alternate Contact: First Name
Alternate Contact: Last Name
Alternate Contact: Phone
Alternate Contact: Email
Client Address: Line 1
Client Address: Line 2
Client Address: City
Client Address: State/Province
Client Address: Zip/Postal
Client Address: Country
Client Company: Name
Client Company: Email
Client Company: Phone
Project Status
Project Source
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
Source
Try It
