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Generate client agreement document in PandaDoc when opportunity status changes in Close

Generate client agreement document in PandaDoc when opportunity status changes in Close

Create client agreement documents in PandaDoc when a sales opportunity reaches a specific status in Close. This accelerates your onboarding process and ensures timely contract generation.

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Overview

Create client agreement documents in PandaDoc when a sales opportunity reaches a specific status in Close. This accelerates your onboarding process and ensures timely contract generation.

Generate client agreement document in PandaDoc when opportunity status changes in Close