Pull quote data into invoice
Option to automatically create an invoice that reflects the agreed-upon PandaDoc quote.
Steps:
1. The client selects their desired options in the quote and submits it for approval.
2. Event sales either approves the selection or sends it back for adjustments.
3. Once the final selection is confirmed and approved, PandaDoc automatically transfers the quote information into an invoice template.
4. The client receives the contract and the generated invoice simultaneously.
5. The client signs the contract and is immediately directed to the payment gateway.
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Bellboy Berlin Events
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