Generate assessment document in PandaDoc from completed Cassidy workflows
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.
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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.