PandaDoc + Spiro

Update Spiro quotes when PandaDoc document statuses change

Stay in sync with your sales activities efficiently. When a PandaDoc document undergoes a status transition, the quote gets correspondingly updated in the Spiro app immediately. This streamlined process eliminates the need for manual data entry, paving the way for a more efficient sales operation.

Stay in sync with your sales activities efficiently. When a PandaDoc document undergoes a status transition, the quote gets correspondingly updated in the Spiro app immediately. This streamlined process eliminates the need for manual data entry, paving the way for a more efficient sales operation.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    SpiroSpiro
    Update Quote

    Updates quote.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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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spiro logo
spiro logo

About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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