In this video, I will show you exactly how to automate your proposal and contract creation by integrating PandaDoc with Pipedrive using Zapier. A third-party tool like Zapier allows you to create more complex automations, including creating proposals or contracts, updating the Deal in Pipedrive, creating Activities in Pipedrive, and more.
0:22 – Demonstration of this automation
1:59 – How to have a dynamic document in PandaDoc
3:22 – Step-by-step how to build this automation using Zapier
If you’re ready to dive into automation a bit more, take a look at these videos:
How to build an activity flow in Pipedrive Workflow Automation https://youtu.be/cI2feAImE_M
How to program recurring activities in Pipedrive Workflow Automation https://youtu.be/UzKisCoFGeI
If you found this video useful, please like and subscribe for more tutorials and updates on new Pipedrive features.
Use my partner link to sign up for Pipedrive and get an extended trial: https://bit.ly/pdopsdesigned
Get started with PandaDoc for your proposals and contracts – https://bit.ly/pandadocod
Already signed up, but want an extended trial or additional help with Pipedrive? Email us here: contact@opsdesigned.com
Need more help with Pipedrive? Book a Working Session here https://www.opsdesigned.com/services/Pipedrive-strategy-session
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