Trigger document creation in PandaDoc, update custom activity in Close
Trigger document creation in PandaDoc, update custom activity in Close
Create client proposals in PandaDoc when a Custom Activity is published in Close. Filter for specific criteria to ensure relevant documents are generated, and update the Custom Activity for timely follow-ups, enhancing your proposal management.
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Overview
Create client proposals in PandaDoc when a Custom Activity is published in Close. Filter for specific criteria to ensure relevant documents are generated, and update the Custom Activity for timely follow-ups, enhancing your proposal management.