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Microsoft Office 365 + PandaDoc

Microsoft Office 365 + PandaDoc

Microsoft Office 365 + PandaDoc integrations

Generate draft emails in Microsoft Office 365 when documents are paid in PandaDoc

Streamline your document processing routine with this workflow. As soon as a document receives payment in PandaDoc, it kickstarts the creation of a draft email in Microsoft Office 365. This system not only fast-tracks your response time, but also ensures immediate communication following a completed transaction, adding efficiency to your business operations.

  1. When this happens...
    Document Paid
    Document Paid
    Document PaidTriggers when a document is paid.
  2. automatically do this!
    Create Draft Email
    Create Draft Email
    Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with PandaDoc and Microsoft Office 365

Discover other triggers and actions you can use with PandaDoc and Microsoft Office 365

    • Source
    Trigger
    Instant
    Try It
    • Document ID
      Required
    • Attachment Name
      Required
    • Attachment
      Required
    Action
    Write
    • Document Name
      Required
    • Template
      Required
    • Send Document
      Required
    • Message
    • Pricing Table Currency
    • Name
    • Description
    • Price
    • Quantity
    • Discount
    • Document Metadata
    Action
    Write
    • Source
    • Document Status
    Trigger
    Instant
    Try It
    • warning
    • Email
      Required
    • First name
    • Last name
    • Company
    • Phone
    • Title
    • Street Address
    • City
    • Postal Code
    • Country
    • State
    Action
    Write
    • Email
      Required
    • First name
    • Last name
    • Company
    • Phone
    • Job Title
    • Street Address
    • City
    • Postal Code
    • Country
    • State
    Action
    Write
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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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.
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