Chatforma + PandaDoc Integration

Integrately lets you integrate Chatforma and PandaDoc instantly - without any learning curve.

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Create Your Own Chatforma & PandaDoc Integration Without Any Code

Create Custom Workflow

New user input is found in Chatforma
Document is completed in PandaDoc
Document is drafted in PandaDoc
Document is approved in PandaDoc
Document is paid in PandaDoc
Document is sent in PandaDoc
Document is viewed in PandaDoc
Document is declined in PandaDoc
Document is rejected in PandaDoc

Send a message to a specific user in Chatforma
Send a message to a user segment in Chatforma
Add a user to a segment in Chatforma
Delete user from a segment in Chatforma
Create document in PandaDoc
Send document in PandaDoc

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You Can Also Connect Chatforma or PandaDoc With 1200+ Other Apps

Chatforma is the first and only platform that lets you create a sales bot in minutes, no coding required. It's easy to use and fully customizable.

See Chatforma Integrations

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations