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No-code automationYour No-code and AI Automation Partner

Automate Pandadoc API Workflows with Make.com, n8n and Zapier

Streamline your sales process by automating document generation, sending, and tracking using PandaDoc. Enable seamless workflow integrations for faster approvals and reduced manual input errors.

When a Proposal is Sent
Solution
1. Trigger Automation on Proposal Sent

Initiate actions when a new proposal is sent.

Perform Document Status Update
Solution
2. Update CRM with Document Status

Sync document status with Salesforce CRM.

Send Notification on Approval
Solution
3. Notify Team on Document Approval

Automatically notify team members on approval.

Archive Document in Drive
Solution
4. Store Finalized Documents

Save finalized documents to cloud storage.

Create Invoice on Signature
Solution
5. Generate Invoice upon Document Signing

Automate invoice creation when document is signed.

- Repeat -

Automation Benefits

Key Benefits of PandaDoc Automation

Discover crucial benefits of using PandaDoc automation to streamline your document management processes.

Enhanced Efficiency

Automate repetitive tasks to save time and reduce workload.

Improved Accuracy

Minimize errors with automated document workflows.

Increased Collaboration

Facilitate seamless collaboration through integrations and notifications.

Faster Document Turnaround

Accelerate the document lifecycle with automated processes.

Better Customer Experience

Provide clients with faster responses and accurate documents.

Cost Savings

Reduce costs by cutting down on manual labor and errors.

Features

PandaDoc Automation Features

Explore how PandaDoc enhances your document handling efficiency and integrates with essential business applications.

  • 1
    Automated Proposal Generation

    Generate consistent and error-free proposals automatically.

  • 2
    Seamless CRM Integration

    Update CRM records in real-time to maintain data accuracy.

  • 3
    Instant Team Notifications

    Keep your team informed with real-time notifications on document progress.

Feature

Outcomes

Outcomes of PandaDoc Automation

Realize impactful improvements in your sales and documentation processes with automation.

40%
Reduction in Document Processing Time
25%
Increase in Proposal Conversion Rate
50%
Reduction in Manual Errors

We Might Have Solved Your Problems Already

Pandadoc automation use cases

See how you can improve your process by leveraging AI, automation and Pandadoc API.

Form Submission Detected app logoUpdate CRM with Invoice app logoBuild Contract Document app logo
Automate Contracts with PandaDoc

Transform sales-call data into detailed contracts effortlessly. Using Make.com and PandaDoc, auto-generate proposals and invoices with e-signature capabilities, streamlining your sales process.

FAQ

PandaDoc Automation FAQs

Get answers to common questions about automating your document workflows with PandaDoc and how it can benefit your business.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required