Generate and send contract in PandaDoc after Tally form submission, and delay for processing
Generate and send contract in PandaDoc after Tally form submission, and delay for processing
Create contracts for new clients by generating a document in PandaDoc after receiving their registration form submission in Tally. This ensures proper processing time, leading to faster onboarding and improved client satisfaction.
Workflow preview:
Zap details:
Overview
Create contracts for new clients by generating a document in PandaDoc after receiving their registration form submission in Tally. This ensures proper processing time, leading to faster onboarding and improved client satisfaction.