PandaDoc + SmartSuite

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.

  1. When this happens...
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • SolutionRequired

    • TableRequired

    Action
    Write
    • SolutionRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • SolutionRequired

    Action
    Write
    • SolutionRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
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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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About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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