PandaDoc

PandaDoc Integrations

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PandaDoc Integration Details

Launched on Zapier August 10, 2018

Zapier combines Triggers (like "Document Completed") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PandaDoc Triggers, Searches, and Actions are supported by Zapier:

Document Completed

Triggers when a document is completed.

Document Paid

Triggers when a document is paid.

Document Sent

Triggers when a document is sent.

Document Status Changed

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

Create Contact

Create a new contact in PandaDoc

Create Document

Creates a document from a template.

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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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