Formstack Documents + PandaDoc Integration

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Formstack Documents + PandaDoc Integration

Merged document is populated in Formstack Documents
Triggers the automation whenever a document is filled with data from different sources
Instant
Document is completed in PandaDoc
Triggers the automation whenever a particular document is completed
Document is drafted in PandaDoc
Triggers the automation whenever a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation whenever a document is approved
Document is paid in PandaDoc
Triggers the automation whenever a document is paid
Document is sent in PandaDoc
Triggers the automation whenever a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation whenever a document is viewed
Document is declined in PandaDoc
Triggers the automation whenever a document is not approved
Document is rejected in PandaDoc
Triggers the automation whenever a document is not approved

Merge a document in Formstack Documents
Automatically combine multiple documents into a single file
Create a data route merge in Formstack Documents
Automatically creates a new data route merge
Delete a document in Formstack Documents
Automatically deletes a particular document from the system
Convert file to PDF in Formstack Documents
Automatically convert any file format to a PDF document
Create document in PandaDoc
Automatically generates a new document
Send document in PandaDoc
Automatically sends a particular document to a designated recipient

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You Can Also Connect Formstack Documents or PandaDoc With 1200+ Other Apps

Formstack Documents lets you generate customized documents with your own branding, merge data from multiple web services with pre-built form templates, and deliver them in minutes - all for free!

See Formstack Documents 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