[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
22
votes
Anonymous
shared this idea
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AdminAnonymous (Admin, PandaDoc) commented
Also, need advanced quote data in other iPaaS tools (Workato, Make, etc...) and for PandaDoc webhook payloads and for GetDocumentDetails API endpoints, and for PandaDoc Automations (to write back line-items into CRM)
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Jessa Corpuz commented
get data from the quote builder and push it to Xero using Zapier
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AdminElly San Juan (Admin, PandaDoc) commented
quote builder to be available in Zapier