Create PandaDoc documents from new Freshsales Suite deals
Effortlessly manage new deals in Freshsales by connecting it to PandaDoc for seamless document creation. With this workflow, every time a new deal is added in Freshsales Suite, a corresponding document will be created in PandaDoc, ensuring all relevant information is accessible in one place. Save time and stay organized with this streamlined process.
Effortlessly manage new deals in Freshsales by connecting it to PandaDoc for seamless document creation. With this workflow, every time a new deal is added in Freshsales Suite, a corresponding document will be created in PandaDoc, ensuring all relevant information is accessible in one place. Save time and stay organized with this streamlined process.
- When this happens...New Deal
Triggers when a new deal is created and retrieves 1,000 records in a single polling.
- automatically do this!Create Document
Create a document from a template.
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