1.Detect completed document
Integrate PandaDoc and webhooks to capture the completed document payload and extract the PDF URL and referenced entity ID.
Update quote status and attach executed contract to record
Automatically detect document completion across PandaDoc and Salesforce. Automatically create and update executed contract records when documents complete, PDFs generate, or signatures finalizeβso you can update quote status, attach executed PDFs, and keep audit trails without manual paperwork.
How this automation preserves audit-ready quote records
When a PandaDoc document completes, delays can leave quotes out of date and audit trails incomplete. This automation finds the matching quote, updates its execution status, and creates a PDF attachmentβso your team can recognize executed contracts instantly.
PandaDocor swap with your favorite app
2.Find matching quote
Integrate Salesforce and CRM lookup tools to find the quote by referenced entity ID and map it to the quote lookup field.
Salesforceor swap with your favorite app
3.Update quote execution status
Integrate Salesforce and reporting systems to update the Quote record with the executed status from the mapped source status.
4.Create PDF attachment
Integrate Salesforce and document storage tools to create a file attachment on the matching Quote using the document PDF URL.
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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
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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