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Pandadoc Integration

PandaDoc is a document automation application that allows users to simplify and speed up the process of creating, sending, signing and tracking documents. PandaDoc allows users to create professional-looking quotes, contracts, invoices, forms, and other documents with ready-made templates, e-signatures, payment integration, and analytics features. PandaDoc helps users shorten sales cycles and increase revenue.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

Document Created

Triggers when any document is created. See the docs here.

Document Deleted

Triggers when any document is deleted. See the docs here.

Actions

Action components allow you to perform operations on the app.

Create File Document

Create a new document by uploading a file. See the docs here.

Create Folder

Create a new folder to store your documents. See the docs here.

Create Template Document

Create a new document with a specific template. See the docs here.

Download Document

Download documents as a PDF. See the docs here.

How to Integrate Pandadoc?

For Pandadoc integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Pandadoc.
  5. Drag and drop the Pandadoc component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Pandadoc account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!