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QuickBooks
PandaDoc

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

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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

Categories
E-Signatures
Files & Documents
Invoicing & Accounting

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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.

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