PandaDoc + Square
Create customers in Square for new paid documents in PandaDoc
Effortlessly manage your customer information when a document is paid in PandaDoc by automatically creating a customer in Square. This seamless workflow helps keep your records up-to-date and ensures accurate customer data tracking, leaving you with more time to focus on growing your business.
Effortlessly manage your customer information when a document is paid in PandaDoc by automatically creating a customer in Square. This seamless workflow helps keep your records up-to-date and ensures accurate customer data tracking, leaving you with more time to focus on growing your business.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Customer
Triggers when a new customer is created.
- Free forever for core features
- 14 day trial for premium features & apps
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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Ads & ConversionAbout Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
