Formatter

Formatter + PandaDoc Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Formatter by Zapier and PandaDoc, with as many as 16 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Formatter by Zapier + PandaDoc and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Document Sent

Triggers when a document is sent.

Numbers

Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

Document Completed

Triggers when a document is completed.

Utilities

Various utilities like "choose value from list" or "look up in table" (with line-item support).

Document Paid

Triggers when a document is paid.

Date / Time

Work with dates and times to change formatting or add/subtract time (with line-item support).

Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

Text

Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

Create Contact

Create a new contact in PandaDoc

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What is Formatter by Zapier?

Built-In

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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.

See PandaDoc Integrations