Collect form submissions, create documents in PandaDoc, and send follow-up emails in Outlook
Collect form submissions, create documents in PandaDoc, and send follow-up emails in Outlook
Collect form submissions with WPForms, create a document from a template in PandaDoc, and send a follow-up email via Microsoft Outlook. This process accelerates client onboarding by providing clear instructions for service initiation.
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Overview
Collect form submissions with WPForms, create a document from a template in PandaDoc, and send a follow-up email via Microsoft Outlook. This process accelerates client onboarding by providing clear instructions for service initiation.