Generate assessment document in PandaDoc from completed Cassidy workflows

Generate comprehensive assessment documents by capturing data from completed workflows in Cassidy, running custom scripts with Code by Zapier, and creating structured presentations in PandaDoc for enhanced client engagement.

Zap details:

Overview

Generate comprehensive assessment documents by capturing data from completed workflows in Cassidy, running custom scripts with Code by Zapier, and creating structured presentations in PandaDoc for enhanced client engagement.

Generate assessment document in PandaDoc from completed Cassidy workflows

Related templates