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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

26 votes
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  • Will Stratton commented  · 

    The quote builder is far superior to the pricing table on the front end but yet far inferior to it on the backend. Having the similar connections in the quote builder similar to the Pricing table is key for us!

  • 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)

  • Jessa Corpuz commented  · 

    get data from the quote builder and push it to Xero using Zapier