Create new documents in PandaDoc when new records are created in SmartSuite
Save your time spent on manually creating documents on PandaDoc every time you add a new record in SmartSuite. This workflow streamlines your process by generating a new document in PandaDoc instantly whenever a record is created in SmartSuite. Now, keep your records and documents coordinated effortlessly.
Save your time spent on manually creating documents on PandaDoc every time you add a new record in SmartSuite. This workflow streamlines your process by generating a new document in PandaDoc instantly whenever a record is created in SmartSuite. Now, keep your records and documents coordinated effortlessly.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create Document
Create a document from a template.
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