Create (and send) a PandaDoc document from a new QuickBooks estimate
Create (and send) a PandaDoc document from a new QuickBooks estimate
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Every time a new QuickBooks estimate is created, Make will automatically create (and possibly send) a new PandaDoc document.
You have to create your own PandaDoc template for the document.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a bill.
Creates a new contact.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a new document.
Creates a journal entry.
Creates a payment.
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