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Centralize proposal workflows: trigger PandaDoc from Qwilr (or vice versa) when deals change stages. Latenode’s visual editor and affordable pricing make complex document automation accessible, while JavaScript support handles unique needs.
Connect PandaDoc and Qwilr in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Qwilr
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PandaDoc, triggered by another scenario, or executed manually (for testing purposes). In most cases, PandaDoc or Qwilr will be your first step. To do this, click "Choose an app," find PandaDoc or Qwilr, and select the appropriate trigger to start the scenario.
Add the PandaDoc Node
Select the PandaDoc node from the app selection panel on the right.
PandaDoc
Configure the PandaDoc
Click on the PandaDoc node to configure it. You can modify the PandaDoc URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the PandaDoc node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
PandaDoc
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Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the PandaDoc and Qwilr Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the PandaDoc and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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PandaDoc
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PandaDoc, Qwilr, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the PandaDoc and Qwilr integration works as expected. Depending on your setup, data should flow between PandaDoc and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Qwilr + Salesforce: When a proposal is accepted in either PandaDoc or Qwilr, the corresponding opportunity stage is automatically updated in Salesforce to reflect the deal's progress.
Qwilr + PandaDoc + Slack: When a client views a proposal in Qwilr or signs a contract in PandaDoc, a notification is sent to the sales team in Slack to keep them informed of client engagement.
About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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How can I connect my PandaDoc account to Qwilr using Latenode?
To connect your PandaDoc account to Qwilr on Latenode, follow these steps:
Can I automatically update Qwilr projects after PandaDoc signature?
Yes, you can! Latenode enables this. Trigger updates in Qwilr based on PandaDoc events, ensuring project statuses sync automatically, reducing manual oversight and improving accuracy.
What types of tasks can I perform by integrating PandaDoc with Qwilr?
Integrating PandaDoc with Qwilr allows you to perform various tasks, including:
Can I use JavaScript with the PandaDoc integration on Latenode?
Yes! Latenode supports JavaScript. Add custom logic to transform data between PandaDoc and Qwilr, exceeding basic integration capabilities.
Are there any limitations to the PandaDoc and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: