Your No-code and AI Automation Partner

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.

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.

1
Effortless Data Integration
Eliminate manual data entry by easily integrating client data into contracts using PandaDoc.
2
Automated Line Item Calculation
Automatically calculate line items including services, upsells, and discounts for precise proposals.
3
Instant 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.

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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

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.