Create (and send) a PandaDoc document from a new QuickBooks estimate
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.
Apps Included
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a document from an Eversign template with dynamic values. The template uses this example spreadsheet.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
Every time a new customer is created in QuickBooks, Make will automatically add that customer's info to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
Creates a bill.
Creates a new contact.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a new document.
Creates a journal entry.
Creates a payment.
FAQ