PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
It's easy to connect PandaDoc + SharpSpring 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.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Creates a document from a templates.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity