PandaDoc Automation
We are using PandaDoc to send our Quotes to customers. We have a very detailed and unique quote for each customer. I would like to automatically update a Deal when all parties have signed the PandaDoc file. Currently I do not see any PandaDoc triggers for Pipedrive. I don't want to pay for 3rd party (Make, Zapier, etc) for triggers and automation. The main reason we're making the switch to Pipedrive is due to it having automations.
Answers
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You will have to use a third party app for this.
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@CLEAuto The part that requires a third-party app is having PandaDoc trigger automations since the PandaDoc integration for Pipedrive does not trigger automations on its own. @Liz (Ops Designed) has created a demo showing how to set up something like this in Zapier; you can find it here.
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