Copilot + PandaDoc

Create Copilot form responses from new PandaDoc sent documents

Effortlessly streamline your document management process with this PandaDoc to Copilot workflow. When a document is sent in PandaDoc, a form response is instantly created in Copilot, ensuring seamless data flow between the two apps. Save time and minimize manual data entry by setting up this efficient automation.

Effortlessly streamline your document management process with this PandaDoc to Copilot workflow. When a document is sent in PandaDoc, a form response is instantly created in Copilot, ensuring seamless data flow between the two apps. Save time and minimize manual data entry by setting up this efficient automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    CopilotCopilot
    Request Form Responses

    Ask clients to fill out a form.

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
pandadoc logo
pandadoc logo

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.
Learn more

Related categories

  • Documents

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