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.

PandaDoc

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Formatter by Zapier

Linda Ginac

Anytime a document completed is created in PandaDoc, update record in Salesforce, format my data in Formatter by Zapier, and send it over to Salesforce

3 Year Bundle Send Panda Sales Details to SalesForce on Complete

“Anytime a document completed is created in PandaDoc, update record in Salesforce, format my data in Formatter by Zapier, and send it over to Salesforce”

Trusted at companies large and small

This Zap works in 6 steps …

Anytime a document status changed is created in PandaDoc

Update record in Your App

Numbers in Your App

Update record in Your App

Numbers in Your App

Update record in Your App

This Zap uses the following 3 apps

PandaDoc

Salesforce

Formatter by Zapier

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