Create (and send) a PandaDoc document from a new QuickBooks estimate

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Apps used in template

QuickBooks

PandaDoc

About

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.

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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.

Create a Bill

Creates a bill.

Action

Create a Contact

Creates a new contact.

Action

Create a Credit Card Payment

Creates a credit card payment.

Action

Create a Credit Memo

Creates a credit memo.

Action

Create a Customer

Creates a customer.

Action

Create a Deposit

Creates a deposit.

Action

Create a Document

Creates a new document.

Action

Create a Journal Entry

Creates a journal entry.

Action

Create a Payment

Creates a payment.

Action

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