FreshBooks + PandaDoc

Create FreshBooks New invoices when new PandaDoc documents are completed

Closing deals is exciting. Manually entering data into your accounting platform in order to track (and get paid on those deals is not). With the PandaDoc-FreshBooks New integration, you don't have to spend time & effort manually adding your signed PandaDoc quotes. Once activated, Zapier will create FreshBooks New invoices from Completed PandaDoc documents automatically.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create Invoice
Creates an Invoice.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
  Select a template to use.
- Send DocumentRequired
  Do you want to send the document to your recipient(s)?
- Message
  Message body for your email.
- Pricing Table Currency
  Select a currency for the pricing table.
- Name
  Name that will display in the pricing table.
- Description
  A brief description of the product.
- Price
- Quantity
- Discount
  The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.
- Document Metadata
  The metadata to include in the document. Specify "Key - Value" respectively in the fields.
Action
Write
- Api Docs Info
  API docs for PandaDoc are located here https://developers.pandadoc.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Document IDRequired
Action
Search
- AccountRequired
  Select the Business for which you would like to look for a new client.
Trigger
Instant
Try It

- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Client.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Filtered Invoice.
- StatusRequired
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Payment.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Staff Member.
Trigger
Scheduled
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
  Defaults to "Check" if left blank.
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Estimate.
- CustomerRequired
- Create DateRequired
  Date estimate was created, YYYY-MM-DD format.
- Estimate Number
  User specified and visible estimate ID. Maximum length of 10 characters.
- Organization
  Name of organization being estimated.
- First Name
  First name of client on estimate.
- Last Name
  Last name of client on estimate.
- Visibility State
- Discount Value
- Currency Code
  Three-letter currency code for estimate.
- Language
  Two-letter language code, e.g. "en".
- Terms
- Address
  First line of address on estimate.
- PO Number
  Post office box number for address on estimate.
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
  Associated estimate number. 0 if none.
- Sent ID
  User ID of the user who sent the estimate, typically 1 for admin.
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
  Name for the estimate line item(s). To add multiple line items,
- Description
  Description for the estimate line item(s).
- Type
  Type for estimate line item, 0 for normal estimate line.
- Quantity
  Quantity of the estimate line unit, multiplied against the unit cost.
- Unit Cost Amount
  Unit cost amount, to two decimal places.
- Unit Cost Code
  Three-letter currency code.
- Tax Name 1
  Name for the first tax on the estimate line.
- Tax Amount 1
  First tax amount, in percentage, up to 3 decimal places.
- Tax Name 2
  Name for the second tax on the estimate line.
- Tax Amount 2
  Second tax amount, in percentage, up to 3 decimal places.
- Send to Customer?
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- AmountRequired
  String amount of the income, to two decimal places.
- Amount CodeRequired
  Three-letter currency code for amount.
- Category NameRequired
- AmountRequired
  Amount of the tax, to two decimal places.
- NameRequired
  Name of the tax.
- Date
  The date the income was received, YYYY-MM-DD format.
- Note
- Payment Type
  Optional type of payment made. "Check", "Credit", "Cash", etc.
- Source
  E.g. Shopify, Etsy, Farmers' Market
- Visibility State
Action
Write
- AccountRequired
  Select the Business for which you would like to create a recurring invoice.
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
- FrequencyRequired
  How often to send the invoice.
- Is Infinite?Required
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Estimate.
- Email RecipientsRequired
- Email BodyRequired
  Notice this field takes plain-text only.
- Email SubjectRequired
- EstimateRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Create if Client Does Not ExsistRequired
  Select Yes if you would like to create the client if they do not exist in the system.
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Find a Customer.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
Action
Search
- AccountRequired
  Select the Business for which you would like to Create a Client.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
- Document Status
  Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- warning
  If a contact already exists, it will not be updated.
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
  Search for a document created from a specific template.
- Form
  Search for a document created from a specific form.
Action
Search
- Document IDRequired
Action
Search
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Expense.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to look for a New Invoice.
Trigger
Scheduled
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to look for a new payment.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like look for a new expense
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Add a Payment to an Invoice.
Trigger
Instant
Try It
- AccountRequired
  Select the Business for which you would like to Create a Client.
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
- Quantity
- Unit Cost
- Description
- Credit Note Create Date
  The date the credit note is created for.
- Credit Note Credit Type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
  Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
- Tax1 Percent
  Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
- Tax1 Name
  Required if there is a Tax1 Amount
- Tax2 Amount
  Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
- Tax2 Name
  Required if there is a Tax2 Amount
- Tax2 Percent
  Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
- Compounded Tax
  Required if Tax2 is used, is Tax2 a compound tax?
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
  Note of percent to mark expense up.
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Invoice PDF.
- InvoiceRequired
  Select the Invoice for which you would like to create a PDF.
Action
Write
- AccountRequired
  Select the Business for which you would like to Create a Project.
- TitleRequired
- Due Date
- Project Type
- Fixed Price
  Fixed price used for flat rate projects
- Rate
  Hourly rate for hourly projects.
- Budget
- Active
- Complete
- Billable
Action
Write
- AccountRequired
  Select the Business for which you would like to Create an Expense.
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
  Duration of the time entry in seconds. Decimal values will result in an error
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- AccountRequired
  Select the Business for which you would like to Send an Invoice.
- Email Body
  Notice this field takes plain-text only.
- Email SubjectRequired
- Invoice IDRequired
Action
Write
- AccountRequired
  Select the Business for which you would like to Update an Invoice.
- ClientRequired
  This will only be used if Create if Invoice Does Not Exist is yes.
- Create if Invoice Does Not ExistRequired
  Select Yes if you would like to create the invoice if it does not exist in the system.
- Append Line Items on UpdateRequired
  Select Yes if you would like to append line items on update. Default is to replace line items on update
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
- Days Due From Issue
  Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
- Invoice NumberRequired
  Enter the full invoice number.
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- AccountRequired
  Select the Business for which you would like to Find an invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
Action
Search
- AccountRequired
  Select the Business for which you would like to Create an Invoice.
- Search FieldRequired
  Choose a field to search upon.
- Search ValueRequired
  If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
- ClientRequired
- Currency Code
  Like USD, CAD, etc.
- Date of Issue
  Please choose a date for this invoice. If left blank, the current date will be used.
- Days Due From Issue
  Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
  Is this invoice paid.
- Terms
- Discount Amount
  Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
- Discount Description
  Public note about discount.
- Invoice Number
- PO Number
  Reference number for address on invoice.
- Language
  Two-letter language code, e.g. "en".
Action
Search or write

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Learn more

Related categories

Accounting

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.

Learn more

Related categories

Documents

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FreshBooks + PandaDoc

Create FreshBooks New invoices when new PandaDoc documents are completed

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Client Hook

AccountRequired

New Expense Hook

AccountRequired

New Client

AccountRequired

New Filtered Invoice

AccountRequired

StatusRequired

New Invoice Payment

AccountRequired

New Staff Member

AccountRequired

New Time Entry

AccountRequired

Updated Invoice

AccountRequired

Add Payment to Invoice

AccountRequired

AmountRequired

Date

Invoice IDRequired

Payment Type

Note

Create Estimate

AccountRequired

CustomerRequired

Create DateRequired

Estimate Number

Organization

First Name

Last Name

Visibility State

Discount Value

Currency Code

Language

Terms

Address

PO Number

Street

Street 2

City

Province

Zip Code

Country

Estimate

Sent ID

Value Added Tax Name