ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
It's easy to connect ProfitWell + PandaDoc 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.
Add a new customer on your profitwell account.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
Creates a document from a templates.