PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Integrations for SugarCRMIt's easy to connect PandaDoc + SugarCRM 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 you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a document from a templates.
Send a document.
Create a new case
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)