PandaDoc + Square
Create Square customers when PandaDoc documents are sent
Effortlessly streamline your customer management process with this PandaDoc-Square automation. Whenever a document is sent via PandaDoc, this workflow will create a new customer in your Square account. This helps save time by reducing manual data entry and ensures consistency across your systems.
Effortlessly streamline your customer management process with this PandaDoc-Square automation. Whenever a document is sent via PandaDoc, this workflow will create a new customer in your Square account. This helps save time by reducing manual data entry and ensures consistency across your systems.
- When this happens...Document Sent
Triggers when a document is sent.
- 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.
