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Your No-code and AI Automation PartnerAutomate 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.
When a Form Submitted
1. Form Submission Detected
Sales staff submits client details.
Generate an Invoice Number
2. Generate Invoice
Create a unique invoice number.
Add a Record to CRM
3. Update CRM with Invoice
Update CRM record with invoice number.
Calculate Line Items
4. Calculate Contract Items
Calculate services, upsells, discounts.
Merge Data in PandaDoc
5. Build Contract Document
Integrate details into PandaDoc template.
Send Document for e-Signature
6. Distribute Contract
Send contract for client e-signature.
- Repeat -
Automation Benefits
Maximize Your Business Potential
Discover the pivotal benefits of integrating automated contract and invoice generation for increased productivity and efficiency.
Time Saving
Streamline the process to save countless hours on manual tasks.
Enhanced Accuracy
Reduce errors and ensure precise data handling with automation.
Boosted Productivity
Allow sales teams to focus more on closing deals rather than administrative tasks.
Scalable Solution
Effortlessly handle increased operational demands without additional overhead.
Improved Client Experience
Faster processing times lead to more satisfied clients.
Secure Processing
Ensure data security and integrity with reliable software.
Features
Why Automate with PandaDoc?
Experience seamless automation of contracts and invoices, enhancing the precision and speed of your operations.
- 1Effortless Data Integration
Eliminate manual data entry by easily integrating client data into contracts using PandaDoc.
- 2Automated Line Item Calculation
Automatically calculate line items including services, upsells, and discounts for precise proposals.
- 3Instant E-Signatures
Facilitate quick and secure client approvals through automated e-signature requests.
Outcomes
Unlock Greater Efficiency
Experience a faster, more efficient sales cycle with automated contract and invoice generation.
90%
Reduction in Manual Errors
2x
Faster Contract Turnaround
50%
Higher Sales Staff Productivity
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FAQ
Contract & Invoice Automation FAQs
Answers to common questions about implementing automated contract and invoice workflows with PandaDoc and Make.com.
Pricing Plans
Our pricing plans
Choose a plan that's 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.
Book a ConsultationCustom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.