1.Catches incoming deal payloads
Integrate Webhooks by Zapier and mapping logic to capture deal payloads and prepare quote and document source fields to trigger proposal creation
Create signed-ready proposals and attach to deal records
Automatically catch incoming deal payloads across Webhooks by Zapier and PandaDoc. Create and update sign-ready proposals when quote metadata arrivesβso you can attach documents, set recipients, and route for signatures without manual paperwork.
How this automation accelerates proposal signing for deals
When deal payloads arrive without ready documents, signers stall and revenue slips. This automation fetches quote metadata and formats proposal details and creates PandaDoc documents and links themβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Fetches quote metadata
Integrate Webhooks by Zapier and data lookup tools to retrieve quote metadata and attached file URLs to populate deal fields
3.Extracts owner contact email
Integrate Formatter by Zapier and text transformation tools to extract owner and contact emails to map recipients for signing
Formatter by Zapieror swap with your favorite app
4.Cleans up older open documents
Integrate Code by Zapier and document management tools to optionally delete older open PandaDoc documents to keep proposals current
Code by Zapieror swap with your favorite app
5.Creates and links sign-ready document
Integrate PandaDoc and proposal document tools to create the proposal and associate it to the deal to enable signature routing
PandaDocor swap with your favorite app
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Attach signed bid and mark application complete instantly
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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