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Ideas to Improve PandaDoc: Automations

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[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

Quote builder to be available in Make.com, Zapier, Workato

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  • Adrian Campos commented  · 

    I am using pandaadoc to send proposals is a great tool but when I try to automate with Zapier is limited. Zapier is not able to map the quote builder items and prices just like it does with the pricing table, which is also limited for usage.

  • 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)