Once a contract gets signed in Pandadoc, the following manual processes are now automated:
Actions stemming from Pandadoc contract signed:
--->QBO Customer Created, recurring invoices set up & first invoice sent out
--->Contract Tracking Google Sheet - Add a new row with new client information from Contract.
--->Outlook email with contract info drafted to revenue and finance teams, copying team leads
--->Calendar reminders 60 days and 30 days Sent to practice team for contract renewals
--->Clickup - add new client in client coordination space
--->Goody - send new client gift of choice