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Create document from template in PandaDoc when new deal is created in OnePageCRM

Create document from template in PandaDoc when new deal is created in OnePageCRM

Create documents in PandaDoc from templates whenever a new deal is created in OnePageCRM. Ensure all relevant client and deal information is included for faster onboarding and improved documentation accuracy.

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Overview

Create documents in PandaDoc from templates whenever a new deal is created in OnePageCRM. Ensure all relevant client and deal information is included for faster onboarding and improved documentation accuracy.

Create document from template in PandaDoc when new deal is created in OnePageCRM