1.Monitors document sent or completed
Integrate PandaDoc and document event tracking tools to watch for document sent or document completed statuses.
Update quote board item when document is sent or signed
Automatically monitor document sent and document completed events across PandaDoc and monday.com. Create and update when documents go Sent, Completed, or Signedβso you can update quote board status, change project fields, and attach the latest signed PDF without manual reporting.
How this automation preserves your quote board truth
When signed documents are scattered and quote boards fall out of date, coordinators miss billing-ready statuses. This automation monitors document sent or completed events and then finds the matching monday.com item, updates its status fields, and uploads the signed PDFβso your team stays aligned.
PandaDocor swap with your favorite app
2.Finds item by external document ID
Integrate monday.com and board search tools to match the external document ID to the correct project row.
monday.comor swap with your favorite app
3.Updates quote status columns
Integrate monday.com and workflow mapping tools to change multiple columns to the configured status and clear placeholders.
4.Uploads signed PDF to file column
Integrate monday.com and document storage tools to upload the document PDF to the file column with a readable filename.
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