B2BBricks + PandaDoc Integration

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B2BBricks + PandaDoc Integration
1.
  • PandaDoc
    Document is completed in PandaDoc

    Triggers the automation whenever a particular document is completed

  • PandaDoc
    Document is drafted in PandaDoc

    Triggers the automation whenever a new document is saved as draft

  • PandaDoc
    Document is approved in PandaDoc

    Triggers the automation whenever a document is approved

  • PandaDoc
    Document is paid in PandaDoc

    Triggers the automation whenever a document is paid

  • PandaDoc
    Document is sent in PandaDoc

    Triggers the automation whenever a document is sent to the recipient

  • PandaDoc
    Document is viewed in PandaDoc

    Triggers the automation whenever a document is viewed

  • PandaDoc
    Document is declined in PandaDoc

    Triggers the automation whenever a document is not approved

  • PandaDoc
    Document is rejected in PandaDoc

    Triggers the automation whenever a document is not approved

2.
  • B2BBricks
    Create response in B2BBricks

    Automatically generates a response based on pre-set parameters and conditions

  • PandaDoc
    Create document in PandaDoc

    Automatically generates a new document

  • PandaDoc
    Send document in PandaDoc

    Automatically sends a particular document to a designated recipient

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