Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
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Triggers when a contact is linked to company.
Triggers when a deal is accepted.
Triggers when an invoice is paid.
Triggers when a new Company is added.
Triggers when a new contact is added.
Triggers when a new deal is created.
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.
Creates a new company.
Creates a new contact.
Creates a new deal.
Links a contact to a company.
Creates a document from a templates.