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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.Plaid Integrations
It's easy to connect PandaDoc + Plaid without coding knowledge. Start creating your own business flow.
Triggers when a document is completed.
Triggers when a document is paid.
Triggers when a document is sent.
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Triggers when a new item is created.
Creates a document from a templates.
Create a new payment recipient