Presupuesto en PandaDoc

“Anytime an updated deal stage is created in Pipedrive, find person in Pipedrive, create or update contact in PandaDoc, then create document based on template, then send document id and URL to pipedrive.”

created by Juan Senent

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How Zapier works (57 sec)

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This Zap uses the following 3 apps

Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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.
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More ways to use these popular apps!

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