PandaDoc + Square

Create PandaDoc documents for new Square appointments

Effortlessly manage your appointments by generating documents with this Square and PandaDoc automation. With this workflow, each time a new appointment is scheduled in Square, a document is created in PandaDoc. Keep your paperwork organized and save time, allowing you to focus on delivering the best service to your clients.

Effortlessly manage your appointments by generating documents with this Square and PandaDoc automation. With this workflow, each time a new appointment is scheduled in Square, a document is created in PandaDoc. Keep your paperwork organized and save time, allowing you to focus on delivering the best service to your clients.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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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square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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